Artists | Entertainers | Foundations

WEALTH MANAGEMENT FINANCIAL PLANNING 

EDUCATION

 

BACKGROUND

Julian provides financial planning and wealth management services to artists, entertainers, foundations and cultural arts organizations. Julian received a degree in finance from the University at Buffalo and is a Partner at a New York based Registered Investment Advisory. Additionally, Julian provides consulting services for various grant recipients. When Julian is not providing personalized solutions for clients, he often speaks to retirement plan participants, business owners and executives about managing their wealth. Julian is involved with fundraising for charitable organizations and not-for-profit organizations including Rooftop Films, Creative Capital, The Metropolitan Museum of Art, New York Foundation for the Arts and CityParks Foundation/Summerstage.

 

THE OCTAVE PODCAST

Join us each month for a new episode of 'The Octave Podcast' - Each episode features music from an emerging artist, interviews with business leaders in music and much more!

 

Event | The Profitable Artist Lecture Series: Financial Basics for Artists

September 12, 2018

The Profitable Artist: A Handbook for All Artists in the Performing, Literary, and Visual Arts (Second Edition)

August 15, 2018

How Technology Can Help Artists Make a Living Through Their Online Audiences

August 6, 2018

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PROCESS

 

Discovery

The first step toward providing an in-depth and well managed financial plan is learning a client's goals, needs and what makes them happy. Every individual client and corporate client has unique needs which are explored.

Recommendations

Following the discovery process, clients learn how to improve their financial situation and create a road-map to long-term success. During this phase of the process, clients will learn about improving their savings and spending habits and how to manage a diversified asset mix.

Implementation

Clients will take the necessary steps to change and improve their financial plan. Improving/updating their current estate planning documents and organization, re-allocating their investments based on risk tolerance and time horizon and ensure their family legacy with appropriate insurance and investment strategies.

CAPABILITIES

 

Financial Planning, Grant Consulting, Managed Portfolios, College Savings Plans, Income Planning, Project Financial Outlines, Budgeting, Debt Reduction Strategies, Document Reviews (Wills, Trusts, Durable Power of Attorney, Health Care Proxy), Disability Policies, Long Term Care Policies, Key-Man Insurance, Succession Planning, Health Insurance Navigation, Buy-Sell Reviews, Life Insurance.

Private Client Wealth Management

Fee Review and Reduction, 3(16), 3(21) and 3(38) Fiduciary Outsourcing, Fund Reviews, Participation Audit, Semi-Annual Executive and Employee Education for 401(k), Solo-401(k), 403(b), Profit Sharing, SEP-IRA, ESOP, SIMPLE-IRA, Cash Balance Plans, Defined Benefit Plans

Retirement Plans

Executive and Employee Seminars (Retirement, Grant Administration, Fiscal Sponsorship, Financial Planning, Insurance Reviews and Corporate Benefits Audits)

Consulting

CONTACT

+1.877.357.7570

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach