Company description
Emerald Tide Financial is an independent financial services firm offering comprehensive financial services to successful individuals, their families, and businesses. As an independent company, with an entrepreneurial CEO, Emerald Tide Financial has access to strategies and services most other advisors and accountants either don’t know or can’t share.
Emerald Tide offers fee-free investment strategies, backed by top-rated financial institutions. Unlike other financial advisors and money managers, our strategic partnerships can provide double-digit returns when the market is flat or positive. Emerald Tide can also offer 100% downside protection, so our clients will never lose a dollar of their investments, while still working to outpace inflation. Emerald Tide also works on the cutting-edge of growing tax-free wealth, by designing and building proprietary tax shelters for its successful clientele. These shelters offer 100% downside protection. As a bonus, financial institutions will contribute $3 for every $1 our clients invest. These tax shelters do not require collateral or personal guarantees from our clients.
For clients facing retirement, we offer our proprietary Social Security maximization strategy. Each client receives a custom-built blueprint, calculating the precise month and year they should start collecting Social Security. Clients learn the exact and best sequence for spending down their assets. We also share proprietary strategies for optimizing investment portfolios. On average, clients are extending their assets for seven additional years, and tap into several hundred thousand extra dollars.
Emerald Tide Financial also offers a complimentary tax service to our clients by reviewing their prior year’s tax return. Our in-house tax office prepares a “what if” tax return to show how clients might have saved more on their income taxes.
More details
- Services
- Tax shelters, Money management, Fee-free investment strategies, Wealth accumulation, Retirement planning, Retirement income distribution strategies, Social Security maximization strategy, Long term care planning, Estate planning
