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20 East Redman Avenue
Haddonfield, NJ 08033

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James Kirlin

(856) 216-8444 x 25

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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:

  1. Be the Catalyst - provide leadership and quarterback a process to get things done
  2. Cut through the Clutter and Complications - Identify issues and opportunities that produce progress
  3. 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
  4. Coordinate and Collaborate - We can collaborate with your advisors to make sure your planning is properly implemented

 

Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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.

Saving for College 101

Here’s a crash course on saving for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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