Individual

Happy Retired couple in a trip

Managed Services

At Xceed Capital, market timing and direction is one of our core strengths, we pay attention to the price at which our clients’ enter or exit positions. We believe it’s one of the most important factors to consider when it comes to our client’s portfolio.

 

One of the single biggest mistakes the average investors make in their savings or retirement portfolio is not paying attention to the price at which they’re buying a stock or mutual fund. Too often we see the average investor make choices that upon close inspection are the direct inverse of what the client wants to achieve. Conventional wisdom about stock or mutual fund purchases is inherently flawed and skewed towards bringing wealth to the financial institution not the client.

For most of our clients’ accounts we focus first and foremost on wealth protection then growth. We do however recognize that some of our clients have different needs, goals and objectives and in that case we do offer customized solutions.

 

We never put our clients in high fee mutual funds or specific investments that are particular to one firm. We customize the clearest path available to our clients to achieve their financial goals. We’ve always been a firm believer of putting our clients interest first. Xceed Capital is a registered independent advisor. As a registered advisor we serve as a fiduciary, which is the highest legal standard of care when it comes to managing clients’ money.

Retirement Income Planning

Your about to retire or are already retired, now what?

 

Xceed Capital helps retirees and pre-retirees focus on building safe and secure retirement income plans by aligning client’s retirement goals with independent customized solutions.

Our services include:

 

  • Building a comprehensive retirement income game plan
  • Maximizing social security income;leveraging existing assets to generate a safe and secure income plan
  • Running multiple scenarios to account for the expected as well as the unexpected future events.

Estate Planning and Asset Protection

Our unique estate planning concepts allow our clients to plan ahead, preserve what our clients have worked so hard to build and efficiently pass it on to future generations. By taking steps in advance, our clients have a greater say in how these questions are answered.

 

Wills and trusts are two of the most popular estate planning tools. Both allow our clients to spell out how they would like their assets to be distributed, but these tools go far beyond that.

Below is a highlight of the services we offer:

 

  • Tax Efficient Estate Planning and Wealth Transfer Strategies
  • Planning Estate Distribution
  • Estate Tax Planning
  • Charitable Planning
  • Survivorship Needs