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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn a little about worldwide currency in this fun infographic
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how capital gains are taxed may help you refine your investment strategies.
The item most homeowners forget on their home improvement project checklist is insurance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?