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
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Here are six flags that may make your tax return prime for an IRS audit.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do you know where the idea of “retirement” comes from?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a quick guide to checking to see if you have unclaimed money.