Holistic Financial Planning

6 Steps to Financial Freedom

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See your goals flourish with our holistic Financial Planning. 

We believe in long-term relationships with our clients. Our process of holistic financial planning starts with getting an overview of your financial goals. Next, review your current financial situation. Together we solidify this information into a financial plan. Your plan becomes our roadmap for making financial decisions and a good benchmark to assess if we are reaching or on track to achieving your goals. 

Legacy Planning

How do I instill my morals and values to the next generation along with my wealth?

Retirement Distribution Strategies 

Will I be able to live my current lifestyle (or even better) throughout my retirement without becoming a burden to my family? 

Tax Reduction

Am I doing everything I can to reduce my income tax burden this year?

401(k) 403(b) Plan Design

Is my retirement plan adding value to me or my business? What is a backdoor Roth IRA?

Risk Management Consulting

Are there any unanticipated "blind spots" in my business or personal life? 

Estate Plans 

What will happen with my assets when I

"kick the bucket?"

Estate Conservation Issues 

What are the elements of a sound estate strategy even if I won't owe estate taxes? How can I protect my estate from probate? 

College Savings Planning 

What is the best approach to support my children through college? 

Wealth Accumulation Strategy

What course of action can I take to enhance my opportunities while living a balanced lifestyle?

Insurance Assessment

How can I make the insurance that I have work for my current needs?

Your legacy isn't the only wealth you leave behind. 

Your legacy also encompasses the morals and values important to you.

Need more details? Contact us 559.326.2583

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