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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When you’re married and have children, insurance needs will be different.
Understanding how capital gains are taxed may help you refine your investment strategies.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How long does a $20 bill last?
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.