Our Capabilities 

A Firm That Customizes Your Solutions

We do not provide off-the-shelf solutions for our clients. We listen to them, discuss their needs, and help them develop their goals to create a lasting financial plan for themselves and a legacy and their families. We provide a comprehensive range of products and services necessary in pursuing your goals.

For Individuals

We think you should live your life by design and not by default. Wealth Management, the intersection of financial planning and asset management, is the foundation. Here are some of the Wealth Management services we offer:

  • Financial Planning
  • Investment Management
  • Asset Protection Trust Strategies
  • Liability Management and Securities-backed Lending
  • Concentrated Stock Positions
  • Trust and Estate Planning

For Businesses

How is your business doing? Is your 401K plan serving its purpose? Do you have a
succession plan in place if something unexpected happens? Do you have unique
business risks? How will the sale of your business affect your retirement? As business
owners, we understand what it takes to start and operate a successful business and we can help. Our Business Solutions include:

  • Corporate Advisory - General Aviation expertise
  • Retirement Plan Consulting
  • Participant Education and Advice
  • Succession and Exit Planning including ESOP
  • Captive Insurance

For more information about our firm and the services we offer, email us or call the office. We would welcome the opportunity to speak with you.

michaelacohn@tourbillionfa.com  |  (202) 559-8383