Azevedo Investment Corp

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Investments, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

17 Years

in Business

(209) 545-8336Call Visit WebsiteVisit Website Map & DirectionsDirections4230 Kiernan AveModesto, CA 95356 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Modesto with Investments

Salida (1 miles)
Ripon (6 miles)
Aurora (8 miles)
Escalon (12 miles)
Riverbank (13 miles)

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Extra Phones: TollFree: (888) 340-3689
Payment method: master card, discover, visa, amex, cash
AKA: Azevedo Investment Corporation
Other Link: http://www.azevedoinvestmentcorp.com
Categories: Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (209) 545-8336

Address: 4230 Kiernan Ave, Modesto, CA 95356

Website: http://www.azevedoinvestmentcorp.com

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Azevedo Investment Corp

Tax Planning
Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.
Charitable Giving
Often times, an individual will designate a charitable beneficiary in their will to benefit the organization after the individual dies. By using charitable gifting techniques, a donor may be able to benefit the charity while living without having to sacrifice the income that an asset can generate. Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.
Estate Taxes
Avoiding Probate
Roth IRA
Individual Retirement Accounts (IRA) are tax qualified retirement plans that were established as way for individuals to save for retirement with the benefit of tax favored treatment. The traditional IRA allows for contributions to be made on a tax deductible basis and to accumulate without current taxation of earnings inside the account. Distributions from a traditional IRA are taxable. A Roth IRA is different in that the contributions are not tax deductible, however, the earnings growth is not currently taxable. To qualify for tax-free and penalty-free withdrawals of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take plance after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes..
Tax Deductions
Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

Investment Management
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Mutual Funds
Sherry has been in the financial planning industry since 1990. She holds FINRA securities licenses Series 6, 7, 24, 63 and 65 which means that she is licensed to assist individuals with professionally managed investment portfolios that include, but are not limited to, stocks, bonds, mutual funds, variable and fixed annuities. She is a Registered Principal with Securities America.
Bonds

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Annuities
Long Term Care
Longer life spans can also translate into more health issues that arise in the process of aging. The federal government provides a safety net in the form of Medicare, however, it may not provide the coverage needed especially in chronic illness cases. Planning for long-term care, in the event of a serious disability or chronic illness, is becoming a key element of retirement plans today.
Asset Management
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
Charitable Remainder Trusts
Charitable Lead Trusts
Also known as an Income Trust this vehicle transfers the income rights to the charitable organization. Generally, the income rights are assigned for a specified period of time after which the remainder passes to the donor.
Asset Protection
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

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