SERVICES

Most financial advisors do not address areas of tax planning, employee benefit packages, debt, and long-term planning. These financial planners usually work for large corporations and are required to hit certain benchmarks. I feel this removes the personal touch and flexibility needed as the markets ebb and flow and people’s personal lives change and evolve. I do things differently.

The five services I offer are to— 

  • Accumulate wealth 
  • Invest that wealth 
  • Shelter your wealth from taxation 
  • Shelter your wealth from legal liability 
  • And pass down the wealth to beneficiaries of your choice

Sound simple?

First, we need to determine whether you fit the criteria I require. In order to make an assessment, I examine all of your financials —tax returns, income history, investments, all revenue streams, outstanding debts, social security statements, etc. Once I explore your financial situation, we discuss and identify your personal goals. 

My goals are—

  •       To understand your complete financial picture, including debt.
  •       To make investment decisions in your best interests.
  •       To help you feel confident that your money is in the right place.
  •       To provide financial advice that is customized for your current situation and future goals.
  •       To ensure your assets are in quality investments.
  •       I don’t sell any services or investment products which are not right for you or your goals.

If this sounds like it might a fit for you, learn more about the process here.

++++++++++++++++++

Based on the conversation provided, here are the financial examples mentioned:

Wealth accumulation: The idea of structuring a plan with six steps to wealth accumulation.
401(k): Mentioned as part of the plan where the client would get their 401(k) filled up.
Medical expenses: Part of the plan to have medical expenses covered.
Strategic tax planning: A component of the plan to address tax planning strategies.
Traditional IRAs: Mentioned as one of the options within the plan.
Fees: Discussed the costs associated with setting up a plan, including the fees for the financial advisor and the participants.
Employee contributions: Mentioned employees contributing to their 401(k) plan through paycheck deductions.
Plan growth: Highlighted the potential growth of the plan over time, such as an employee seeing their 401(k) balance increase to $8,000 in a year and a half.
Fee structure: Described the advisor’s fee structure based on the size of the plan, with rates decreasing as the plan grows.