Molette Investment Services
Our wealth and investment management approach is uniquely tailored to address the complex financial decisions faced by today’s investors. Our independent fee-based model aligns us with our clients and our investment strategy incorporates all aspects of their financial net worth.
As an RIA, we function differently from stock brokers, insurance agents, or certain financial planners who are not bound by law to serve in their clients’ financial best interest. Molette Investment Services has a fiduciary relationship with our clients, similar to many of our clients who maintain that relationship with their patients and clients.
Our services are designed for investors seeking an alternative approach that is aligned with their sole objective of achieving superior risk-adjusted returns on their hard earned money.
See Wealth Differently
Our purpose is to improve financial security for people by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks and a range of objectively researched, institutional-quality investment products.
We deliver our investment programs by joining forces with some of the leading financial services organizations throughout the world.
Many of the world’s most successful organizations depend on our expertise to help build long-term financial security for their business and their employees. We design investment plans of all sizes to suit each of our client’s particular needs.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?