Pazera Capital Management Inc

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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(361) 790-8788Call Visit WebsiteVisit Website Map & DirectionsDirections1899 N Live Oak StRockport, TX 78382 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Rockport with Investment Management

Fulton (3 miles)

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General Info: Pazera Capital Management, Inc. is an independent wealth management firm serving clients throughout the state of Texas. We are dedicated to identifying the financial objectives of our clients and providing an unprecedented level of personalized service and expertise to help our clients attain those objectives.
Payment method: amex, check, master card, visa
Other Link: website
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service

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Phone: (361) 790-8788

Address: 1899 N Live Oak St, Rockport, TX 78382

Website: website

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Pazera Capital Management Inc

Charitable Giving
We work collaboratively with your established professional advisers or with our network of attorneys, accountants, insurance experts, and other professionals. The core of our organization includes cash flow management, tax minimization, estate and distribution planning, risk management, and charitable giving strategies.
Estate Taxes
Tax Deductions
What’s more, some business owners can potentially supercharge the amount of money they will get in retirement by having life insurance as part of their qualified retirement plan. This approach only works for certain entrepreneurs and their companies. However, when it’s applicable, it can result in very large income-tax deductions and the business owners can get a very large percentage of the money in the plan.
Income Tax
Consider one way that stress testing can add value: evaluating income tax mitigation strategies. Today, there are a number of ways to lower corporate and personal incomes (and thereby pay less in taxes). The wealthy may look to stress test these strategies in order to ensure they are not running afoul of revenue services in any way with their approaches.

Investment Management
By and large, we see those stress tests being focused primarily on investment management solutions, with other areas like life insurance and wealth planning getting attention to varying degrees.
Mutual Funds
With a donor-advised fund, the assets are managed by the firm entrusted with the money (such as a mutual fund company or community foundation). With a private foundation, the donor (or his or her advisors) manages the assets.
Wealth Management
Whether this is the first time you’re looking to partner with a wealth management firm or you’re exploring new options, we know that the unknown can oftentimes be overwhelming or confusing. While this is a very general overview of how we get started, here’s an idea of what to expect from Pazera Capital Management.

Financial Planning
In connection with providing financial planning, investment advisory services or other services, Pazera Capital Management, Inc. (“PCM”) (hereafter “We”) collects and retains non-public information (“NPI”) about you, including...
Retirement Planning
Annuities
Use state law exemptions effectively (for example, the homestead exemption, cash value of life insurance policy, retirement plans and annuities).
Long Term Care
Ascertain appropriate utilization of risk transfer through property-casualty insurance (homeowner’s, auto, rental, personal excess liability [umbrella], health, disability, life, long-term care, directors’ liability and professional liability insurances).
Asset Protection
KEY TAKEAWAYS Asset protection strategies are designed to deter lawsuits and safeguard your assets. Far too many successful business owners don’t have an asset protection plan in place. Start with the basics, such as umbrella policies, and build from there if needed. Success can come with a major downside: It can make you a potential magnet for lawsuits including frivolous …

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