상세서비스

총체적 시각과 세밀한 접근의 조화

제공되는 재정 서비스는 기본적으로 다섯개의 분야에 걸쳐 진행됩니다:
     ▪ 일반재정 플랜
     ▪ 투자관리
     ▪ 은퇴 후 플랜
     ▪ 특수 상황
     ▪ 세금 보고

각 서비스 분야 및 여러 세부항목에 걸쳐 고객의 상황과 목표와 성향에 부합하는 종합적 재정적 청사진을 만들어 드립니다. 세금 보고 서비스를 제외한 모든 재정설계 및 투자관리 서비스는 “A. 기본 재정상태 검진” 서비스구매의 전제조건으로 제공 받을 수 있습니다. 원하시면 개별 서비스를 요청하실 수 있으며, Bundle 패키지를 선택을 통해 더 경제적으로 종합적 재정플랜 및 투자자문/관리 서비스 혜택을 받을 수 있습니다. 자세한 가격표는 문의하시기 바랍니다.

일반 종합재정 플랜 내용 더 보기

     A. 기본 재정상태 검진
     B. IRA 및 Roth IRA (백도어 포함) 리뷰
     C. 직장 은퇴계좌 및 메가백도어 리뷰
     D. 지난 세금보고 리뷰 (up to 3 years)
     E. 개인 연방세금 전략 및 자문
     F. 은퇴계좌 통합 전략 (I)
     G. 은퇴계좌 롤오버 실행
    H. 생명보험 필요성 검토 및 선택지원
     I. 교육/대학비 전략 (529, FAFSA등)
     J. 지속적 자문 서비스

… 6

투자관리 서비스 내용 더 보기

     A. 개인투자정책 (IPS) 개발
     B. 구체적 포트폴리오 구성 및 관리
     C. 주기적 리밸런싱 서비스
     D. Tax Loss Harvesting 서비스
     E. 고급투자방법 코칭 (옵션 포함)

은퇴 및 노후설계 서비스 더 보기

     A. 은퇴 후 생활비 및 예산 Roadmap 설정
     B. 소셜연금 수령나이 옵션 검토 및 설정
     C. 은퇴계좌 통합 전략 (II)
     D. 은퇴 후 계좌별 인출 Roadmap 설정
     E. 은퇴 후 Roth Conversion 전략
     F. Medicare전 ACA 의료보험 옵션
     G. Medicare옵션 및 IRMAA 검토
     H. 은퇴 후 RMD 전략
     I. 자산부족의 경우 대책
     J. Long Term Care 필요성 검토
     K. 증여 계획 (배우자, 자녀, 손주 등)
     L. 상속: Will, Trust 필요성 점검

특수 상황 및 별도 서비스 더 보기

     A. 결혼, 이혼, 배우자 사망, 레이오프, 역이민 등
     B. 렌탈 소득/비용/세금 전략
     C. 고자산가 자산관리 (High Net Worth Wealth Management)
     D. 사업체 법인 형태 및 세법 취급형태
     E. 자영업 은퇴플랜 (Solo 401K, SIMPLE, SEP 등)
     F. 자영업 절세 및 세금보고 계획
     G. 기타 서비스 (시간당)

세무 서비스 더 보기

     A. 개인 연방/주 세금 보고 서비스
     B. 사업체 연방/주 세금 보고 서비스
     C. 기타 세무 서비스

Disclaimer
Advisor Info
Privacy Policy

Copyright 2025 Ingeniq Capital. All Rights Reserved.

Disclaimer

The information provided in this blog is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Ingeniq LLC does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Ingeniq LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses.

Content contained on or made available through the website is not intended to and does not constitute legal advice or financial advice or investment advice and no formal client relationship is formed. Your use of the information on the website or materials linked from the Web is at your own risk.

PRIVACY POLICY NOTICE

We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.

Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.