North County Group, Inc

 

Formed by independent financial planners, retirement specialists, CPAs, estate and tax attorneys working as a team for you

Welcome to North County Group, Inc where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We know that financially successful individuals, families, and business owners share three common goals:

  1. They desire to reduce their current and future taxes;
  2. They wish to ensure their lifestyle, both now and in retirement; and
  3. They want all their financial affairs coordinated, including financial, tax, legal, and insurance matters.

Unfortunately, most fail to fully achieve any one of these goals, much less all three, primarily because their current financial professionals do not work together in a collaborative and holistic manner. After all, each professional works for a separate firm with no incentive to coordinate matters outside their immediate responsibilities.

North County Group, Inc. was formed by independent financial planners, tax planners, CPA's, estate attorneys, Business law attorneys, insurance experts, and other complementary professionals to address this fundamental flaw in most investor’s financial situation. Working as a coordinated team, we regularly discuss our client’s situation in order to be proactive in reducing taxes, managing investments, and reducing risks.

Catering to individuals, families, and business owners, we provide completely integrated retirement, investment, tax, legal, and insurance planning that finds synergies and eliminates conflicts.

Tax and Legal services are provided through a networking agreement, Alex Klingensmith, Adam Liquori, and KC Annaloro of North County Group Inc and QCC do not provide tax and/or legal advice.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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.

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