Holistic Financial Planning
Financial Planning to help you pursue your goals.
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?​
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 guide 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
We are here to assist. Contact us by phone, email or via our Social Media channels.