Greystoke Consulting, Inc.

 


Welcome!


 


Despite a wealth of information available at our fingertips, navigating the financial jungle is still treacherous. Rather than trying to determine how to invest your assets, let Greystoke Consulting, Inc., a Registered Investment Advisor, manage a portfolio that's right for you.


Since our inception in 1994, Greystoke Consulting, Inc. has dedicated itself to helping clients reach their financial goals. Our clients include: community organizations, individuals and small businesses. Through knowledgeable planning and experience, our team of financial professionals helps each client build a well-diversified portfolio that utilizes the intrinsic differences in global markets and securities. Each financial plan is tailored around you with the following considerations:



  • Wealth Preservation

  • Asset growth at an acceptable risk level

  • Increasing personal income

  • Effectively managing retirement assets

  • Accumulating assets to meet specific needs and goals

  • Tax reduction strategies

  • Efficiently transferring wealth to beneficiaries

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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