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Retirement

Your retirement plan is a roadmap to the future. Plans coordinate investments, pension and Social Security payments with the spending goals you set. This allows you to live without the fear of outliving assets.

College

Planning for your the future of your children is a top goal for many families. Investing in an ESA, 529 plans, or UTMA accounts can reduce taxes while helping college savings grow. 

Small Business

Our services help owners establish the proper business entity, ensure a effective tax strategy, and set up an employee retirement plans. This gives owners the time needed to focus on growing the 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 can build investment strategies for savings not held at the firm.

Risk Analysis

A risk management review includes an analysis of your investments and insurance planning so that unforeseen events won't prevent you from achieving your financial goals.

Tax Strategies

The Tax Cuts and Jobs Act of 2017 added 1,200 pages of new tax code. With the new law, it's more important than ever to work with a professional to build a tax efficient savings and investment strategy.

Real Estate

Investing in real estate is a popular way to diversify and strengthen your investments returns. We partner with mortgage and real estate professionals so you can help you choose the best options.

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.

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