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Valuable Guidance
Financial Advising
Questions always come up and when they do we are happy to help. We are available to offer advice in many areas.
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A good adviser can be beneficial to many areas of personal finance.
Equity Advising
There are a variety of situations in which an individual may find themselves in need of equity advising:
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> Stock from a company plan
> An inheritance of a large equity position
> As a minor, you may have been gifted with UTMA
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In these situations (and more) we are happy to help determine a strategy that takes into account tax consequences, equity risk, long-term planning, and many other considerations.
Debt Advising
Debt is not as simple as it may seem. In its most simplified context, though, we can imagine a person that has some amount of debt and they repay that debt. End of story. But, life is never that simple and there are always more variables to consider. What are the prevailing interest rates? What, if any, other possible investments may be made? What is the time frame for which the debt must be repaid? What is the risk of repayment? Etc., etc.
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We are happy to advise on the many things that should be considered before taking any action, pre and post-receipt of any debt.
Savings Advising
Saving is a very powerful tool for accomplishing your financial goals; if you have $100,000 invested and in one year achieve a return of 10% you will have $110,000 at the end of the year. But, if you save an additional $10,000 that year, your return would effectively double. If you save $20,000 that year, your return would be triple. Even more fantastic, the return associated with savings is essentially risk-free (relative to the return from an investment).
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Most aren't taking advantage of saving nearly as much as they could be. Contact us if you would like to learn more.
Real Estate Advising
Everyone needs a place to live. For many, the path that eventually leads to their home is difficult to determine.
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How one approaches this situation depends on many variables and we are happy to advise during all steps of the process.
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Please feel free to contact us if you would like to know more about a plan that is right for you.
Explore Our Services
Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.​ Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in a loss. ​​Investors should conduct their own analysis prior to making any investment decisions.