We offer three main types of services: financial planning/advice, investment management and tax services. We also offer other financial consulting services and tax preparation services.
Financial planning: A comprehensive Financial Plan is the core service that provides a holistic checkup of your financial situation, and in light of your current needs and future goals, uncovers the options available to reach your long term financial goals. Our Financial Planning services are provided as either a one-time project-based comprehensive financial plan or as part of our ongoing investment advisory service.
Investment Management: As a client, you can engage Ingeniq Capital to manage all or a portion of your assets. In this service, Ingeniq can help you set up your financial accounts and manage investments in line with the tailored investment policy.
Other services: If your have specific financial advisory needs that go beyond the standard advisory services, we also offer project-based financial advice or consulting services on an hourly or fixed-price basis. Examples of such services include: business startup planning, hands-on assistance with setting up investment accounts via remote sessions, assisting with insurance or annuity selection or quoting processes, and other finance-related guidance or assistance as requested by our clients.
Tax Planning and Preparation: We also offer tax preparation services, which are best included as part of a comprehensive financial planning relationship that includes tax planning. The intent of these tax preparation services are to assist clients with practical tax compliance matters related to topics such as backdoor Roth IRA, real estate income, unappreciated asset (NUA) tax reporting, education credits, capital gains/losses, gift/estate taxes and other related topics.
