Services
Corporate Retirement Plans
Every business owner should look into the many benefits of sponsoring a corporate retirement plan. For the owner, a good plan can help attract and retain quality employees, the employer contributions are tax deductible, and assets in the plan grow tax-deferred. For the employees, their contributions reduce current taxable income, compounding interest over time allows contributions to grow significantly, and they have an opportunity to improve financial security in retirement.
Retirement Planning
Planning for Retirement takes discipline. At Fogel Capital, we have helped many Investors achieve their retirement goals. This process starts with choosing the correct method of saving. Every investor has a unique financial situation, so having a professional guide you toward the right investment vehicle is the most important step in the process. We take a detailed approach to advising our clients as to what type of retirement account fits their unique financial situation. We provide advice on IRA’s, both ROTH and Traditional, 401k’s, Defined Benefit Plans, Defined Contribution Plans, and Profit Sharing Plans. We will help you set up a budget so that saving for retirement is a daily event in your life. We will guide you through all phases of retirement planning, from the accumulation phase all the way to the distribution phase of retirement.
Guardianships
Fogel Capital currently manages over $150 million in Guardianship assets. We have extensive experience in managing money for incapacitated individuals. Fogel Capital is regularly appointed to manage Guardianship assets through the New York Public Access part 36 database. This database recognizes those who have been approved through the New York court system. We combine a wealth of professional investment knowledge and experience, a detailed understanding of court restrictions and procedures, and a focused understanding of the needs of young clients, their families, and their attorneys. The result is a better way to manage personal injury settlements and awards with a primary focus on preservation of capital.
Family Office
Fogel Capital provides customized solutions exclusively for high net worth families, their offices and foundations. No family situation is the same, so we use a very detailed approach to solving the unique financial needs of these often complex scenarios.