A Holistic Approach for Your Financial Well-Being
Investably uses a holistic big-picture approach to help you align your financial life components into an overall cohesive strategy to support your financial well-being with your overall life purpose and desired impact.
“It’s your life. Design it well!” - Bobby Berk
Financial Planning
“Life is not a dress rehearsal.” – Rose Tremain
- Defining and creating action steps to achieve your desired life
- Monitoring progress and adapting to new life changes
- Increasing assets, reducing liabilities
- Being intentional with cash flow
Retirement Income Planning
“What will your future-self be grateful for that you did for yourself this moment?”
- Aligning investments with pre/post retirement stage
- Creating strategy for desired income streams
- Creating tax-smart retirement strategies while monitoring potential law and tax impacts to retirements accounts
- Planning for potential health and longevity expenses
Investment Analysis
“Making your dollars work hard for you, so you don’t have to!”
- Reduce portfolio expenses
- Robust risk assessment
- Active portfolio tax management
- Passive multi-strategy approach aligned with goals and asset buckets
Insurance Planning
“Having a foundation to weather the unexpected.”
- Building a foundation to support the unexpected
- Reviewing that policies remain appropriate
- Reviewing insurance strategies for improved tax efficiency, retirement, or estate planning
- Review ways to reduce cost or expenses
Tax Planning
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." – Robert Kiyosaki
- Align household assets to increase tax efficiency
- Evaluate tax scenarios with potential impact
- Provide intuitive reports to support your tax attorney
- Monitor potential law impacts to your potential tax burden
Generational Wealth Estate Planning
“No matter your income, wealth, or situation, everyone needs a plan.”
- Simplifying the estate plan so everyone can understand your desires
- Reviewing your strategy for caring for your loved ones and protecting what you have built
- Monitor potential estate federal and state laws that may impact your assets
- Investably clients get discount to Trusts & Wills*
*Generally, for simpler trust, wills, or guardianships with assets less than $2 million.
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Taking care of those who need you most requires you taking care of yourself first.
