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

Calculators

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 →

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

More Newsletters →