Retirement

Your retirement plan is a roadmap to the future. It coordinates your investments, pension and Social Security payments with the spending goals you set. A plan allows you to live without the worry of outliving your assets. 

College

Unfortunately, the cost of attending college continues to rise steadily. Strategies such as investing in an ESA, 529 plans, or UTMA accounts can reduce taxes while allowing you to grow college savings.

Small Business

Our services help owners establish the proper business entity, ensure a effective tax strategy, and set up an employee retirement plans. This allows owners can focus on running their business.

Estate Planning 

While working with other professionals, we can assist with an estate plan will that helps minimize your estate taxes.  This allows you to pass on more assets to your family, friends and charities.

Investments

Professional investment management services performed include asset selection, analysis and periodic portfolio rebalancing. We also make recommends that complement your financial plan for investments not held at the firm.

Risk Analysis

A risk management review includes an analysis of your exposure to major risks that could have significant adverse impact on your financial picture. Your plan will recommend both investments and insurance products that fit your needs.

Tax Strategies

Building a tax efficient savings and investment strategy helps reduce expenses while allowing you to put more money toward your goals. Analysis of your current taxes can help reduce both your individual and small business expenses.

Real Estate

Investing in real estate is a way to diversify and strengthen your investments. We partner with mortgage and real estate professionals that help with structuring a portfolio to minimize exposure to liabilities and taxes.

Complete List of Investment Services

If you would like to know more about my investment strategy, costs, and expertise, feel free to review my disclosure statement. Every financial advisor is required to provide a Form ADV prior do doing business with a client. Mine is available for everyone to review.

© 2017 Phoenician Financial Planning, LLC. Securities offered through Folio Institutional, Inc., member FINRA / SIPC.