We have been seen on & featured in ABC, MSNBC, NBC, MarketWatch, Kiplinger, Yahoo Finance, FOX News, and Forbes. Yet as a client, what matter is that OCTO Capital clients gain access to:
Our philosophy is not about chasing the latest trend. Rather, it’s about understanding at a foundational level what is important to you and your values, and then creating an investment strategy that will help you achieve your goals. As a fiduciary, we operate with transparency and clarity and are legally obligated to place our client's best interest first at all times.
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ContactLOCATION
39533 Woodward Avenue
Suite 305 Bloomfield Hills, MI 48304 CONTACT
EMAIL
P: 248 731 7729 |
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In addition to sound investment advice, we provide a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum, and how to create a legacy.
Investment ManagementEvidence-based investing strategies grounded in Nobel-prize winning academic research using low-cost institutional class funds from Dimensional Fund Advisors (DFA). All client accounts are held at TD Ameritrade in the client's name.
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Financial PlanningRetirement income, cash flow, tax-efficient withdrawals, asset location, employee benefits, Social Security and Pension options, 401(k)/403(b) considerations, insurance, healthcare and wealth transfer recommendations.
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Tax PlanningFocus on reducing taxes in retirement and maximizing legacy: IRA to Roth IRA conversions, withdrawal order, asset location, tax-loss harvesting, qualified charitable distributions (QCD), required minimum distributions (RMD), and much more.
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By having a clear and organized financial picture, our clients can spend less time worrying about money and more time on the things that are important to them. After all, life is not a rehearsal. In fact, I believe this so much that I wrote a book about it.
