Titanium Advisors

Financial Planning Consultants, Accounting Services, Financial Planners

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Titanium Advisors

Tax Planning
Summa cum laude from the University of Pittsburgh School of Law in 1986, where he served on the Law Review and had the highest grade average in his class. He attended Boston College Law School for his third year of study, where he focused upon advanced estate and income tax planning techniques. Kevin later completed the financial planning program offered by Boston University and became a CERTIFIED FINANCIAL PLANNER certificant in 2006.

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Other Link: http://titaniumadvisors.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (508) 528-3120

Address: 471 W Central St, Franklin, MA 02038

Website: http://titaniumadvisors.com

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Titanium Advisors

Tax Planning
Summa cum laude from the University of Pittsburgh School of Law in 1986, where he served on the Law Review and had the highest grade average in his class. He attended Boston College Law School for his third year of study, where he focused upon advanced estate and income tax planning techniques. Kevin later completed the financial planning program offered by Boston University and became a CERTIFIED FINANCIAL PLANNER certificant in 2006.
Charitable Giving
Our clients are mainly concerned with how they are going to successfully navigate retirement and maintain their desired standard of living ahead of inflation without undue concern about spending down their life savings. They are also looking for ongoing guidance regarding Medicare insurance and income-related surcharges, social security claiming strategies, IRA rollovers and required minimum distributions, partial Roth IRA conversions, pension elections, tax minimization strategies, estate planning, charitable giving, and a host of other issues which arise before and during retirement.
Estate Taxes
Tax Services
Roth IRA
Income Tax

Investment Management
Our investment philosophy is based upon the work of Nobel Prize winning economists Myron Scholes, William Sharpe, Robert Merton, and Eugene Fama as well as world renowned professors Kenneth French of Dartmouth College and Roger Ibbotson of Yale University, who have developed an academic approach to investment management based upon statistical analysis and financial economics rather than Wall Street marketing hype.
Mutual Funds
In essence, this strategy breaks the world stock market into separate and distinct asset classes which perform somewhat independently of each other over time. As many of these market segments are vastly underweighted in most mutual fund offerings, higher returns can be achieved simply by diversifying an investment portfolio more broadly to include all of these asset classes.

Accounting Services
Payroll Services

Financial Planning
Client engagements begin with a free, 30 minute “get acquainted” meeting. We then prepare a fixed price proposal to provide comprehensive financial planning advice which assesses your current financial situation and provides specific recommendations necessary in order to achieve your future goals and objectives.
Retirement Planning
You may be facing financial issues regarding investing, retirement planning, insurance, estate planning, or tax minimization. Instead of struggling with these difficulties on your own, find out how working closely with a trusted advisor can help you attain financial peace of mind.
Asset Management
Titanium Advisors employs a passive asset allocation investment strategy which seeks long-term, tax efficient growth while simultaneously controlling risk and volatility. As it is impossible to consistently predict the short-term movements of stocks, markets, or the economy, we do not utilize market timing, short-term trading, or actively managed funds. In fact, we believe that buying into the latest hot investment trends only ensures substandard returns for years to come.
College Funding
Titanium Advisors takes a holistic approach to each clients financial goals and objectives which continues throughout the years. While investment management is important, so is retirement planning, college funding, insurance needs, estate planning, tax minimization, etc. Kevin Nulton has over 30 years of experience dealing with these types of issues and so is able to provide professional insights, alternatives, and solutions which are significantly beyond the expertise of most other advisors.

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