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
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.