Jason Rothfarb

LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.

Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.

Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities. GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.

One way to manage savings is by using Morgan Stanley's Spending & Budgeting tool. This tool helps advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.

The Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.

Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. Therefore, it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.

The decisions you make today can help you save for years to come. Use the resources found in the link below to help get started.

Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.

Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.

Taking steps to minimize the impact of taxes on your retirement portfolio can help you enjoy more of your nest egg.

Whether you want to donate to charity or invest in a loved-one's future, there are tax‐aware ways to make your giving go further.

1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them

These days, it's common for retirement to span multiple decades, which means your savings really must stretch. Thoughtful planning and early saving can go a long way towards helping you achieve the lifestyle you want in retirement. Setting up your retirement portfolio will be one of the biggest steps you'll take in preparing for your financial future.

When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help you educate on ways to grow and preserve your wealth.

Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we can help you understand why it's important to be emotionally (not just financially) ready for retirement.

Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.

Retirement can look remarkably different from one person to another. Some want to travel the world, while others want to downsize to a place close to their grandkids. No matter your vision, you'll need a certain amount of retirement income and a retirement budget to bring it to life.

The strategies you use when drawing down your retirement savings can have a significant impact on how much you'll pay in taxes and may help you keep more of the returns. Each retiree's situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.

I look forward to learning more about you and your family and discussing how I can help you safeguard what you have earned and pursue your most important life goals. I deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges my clients face, even those challenges that fall well outside the traditional role of wealth managers.

Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worthy causes and so many unmet needs.

With you every step of the way. I analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.

Particularly in the case of an ultra-high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.

A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing to private health advisory services and advisory services for single family offices.

Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.

Highly-skilled accountants and estate attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges.

Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here's how to make the process go smoothly.