Strategic Advice for the Closely Held Company or Affluent Individual
Welcome to Private Capital Solutions, a team of highly qualified and experienced professionals.
Thank you for visiting our website. Welcome. I'm Jim Kirlin, founder of the company. For the past 25 years, we have served as strategic wealth advisors to many successful closely held companies and individuals.
Integrating the components of a business or wealth transfer plan into a comprehensive financial and wealth plan is a problem that many individuals and business owners have not yet solved. Different plans, developed with different advisors, put in place at different times creates gaps and disconnects that could produce unexpected negative outcomes. A second opinion or review can help resolve any concerns.
Our role is to provide a process and the leadership to help you build a roadmap for a better overall financial and wealth plan.
Trying to figure out what to do and how to build a better wealth plan can be an emotional, stressful and time consuming struggle. Yet the longer one waits to implement an exit, estate or succession plan the more difficult it becomes to create an appropriate structure for acheiving your wealth preservation objectives.
Broad Experience in Many Industries
Over the years, we have worked with companies that represent a broad range of industries including Publishing, Independent Grocery, Food Manufacturing and Distribution, Real Estate owners/developers, Construction, Transportation and Logistics to name a few.
Our clients share these common traits:
- They have worked hard to build a business, career and a lifestyle
- They have achieved a high level of success
- They have trusted advisors - Attorney and CPA
- They are busy and time is a luxury
Private Capital Solutions Group offers comprehensive financial planning through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor.
OUR CLIENTS HIRE US TO ACCOMPLISH THE FOLLOWING:
- Be the Catalyst - provide leadership and quarterback a process to get things done
- Cut through the Clutter and Complications - Identify issues and opportunities that produce progress
- Develop Creative Ideas - in the areas of business transition, exit planning*, estate planning, tax reduction strategies, investment and retirement income planning *Exit planning provided by third party resources
- Coordinate and Collaborate - We can collaborate with your advisors to make sure your planning is properly implemented
Helpful Content
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
View all articles 
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Surprises
Making the most of surprises is a great reason to work with us.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.