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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
It's important to make sure your retirement strategy anticipates health-care expenses.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A four-step framework for building a personal legacy.
Learn how to address the challenges that women face when planning for retirement.
Your credit score may influence how much you pay for auto and home insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.