Balanced Approach Helps Clients
Maximize Wealth, Minimize Taxes
Spend a few minutes talking to wealth advisor Robert Hudson, CFP®, EA, and you’ll feel like you’ve known him for years. But behind his affable, engaging manner lies an exceptionally sharp financial mind.
As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS, Hudson, founder and president of Strategic Wealth Coach, LLC, in Essex Junction, Vermont, has wide-ranging expertise in investment management, tax preparation and planning, estate planning and risk management. Since 1987, he and his team have helped thousands of clients grow and protect their assets, minimize their taxes and achieve a wide range of financial goals. The key, he says, is a balanced approach – to financial planning and to life.
“Whether the goal is planning for a successful retirement, saving for a child’s college education, managing business holdings, or rebuilding after a divorce or bankruptcy, we have the experience and have done the research to help clients succeed.”
Hudson acknowledges his approach to new client relationships is unorthodox. Each new or prospective client receives a free, no-obligation financial analysis, prepared using sophisticated financial planning software, followed by an in-depth review with both spouses.
“Every aspect of a client’s life influences their financial future,” he explains, “and I can’t work effectively with someone if I don’t understand their entire situation.” Hudson continues to be amazed by the large number of people he meets who are inadvertently costing themselves money – by, for example, following an investment strategy that could potentially increase their taxes. Hudson, who saves clients thousands of dollars in taxes every year, is knowledgeable about the ins and outs of the tax code and knows many ways to reduce taxes.
Another ongoing concern is that many people don’t understand the risks inherent in various types of investments. “Many people,” he explains, “think that investments like bonds and money markets are safe when, in fact, they are far from it.”
Instead, Hudson favors diversified equity investments. He is a proponent of Modern Portfolio Theory, which, he says, is “the only investment technique that has ever won the Nobel prize.” While the asset mix most appropriate for an individual investor will depend on his or her specific goals and risk tolerance, those whose portfolios include investments in many different categories are less subject to market volatility and more likely to achieve their objectives. Hudson and his team take an active approach to managing clients’ portfolios, reviewing them regularly. They rebalance them as needed.
Ultimately, he says, it’s all about helping people succeed – “not just in their investments, but in everything. That’s my only goal in life.”
Strategic Wealth Coach, LLC
1 Market Place, Suite 23 | Essex Junction, VT 05452
802-878-6155 | www.TheStrategicWealthCoach.com
Securities and advisory services offered through VSR Financial Services, Inc., a Registered Investment Adviser and Member FINRA/SIPC, www.vsrfinancial.com.
Strategic Wealth Coach, LLC is independent of VSR Financial Services.