ABOUT AREAS OF EXPERTISE TESTIMONIALS COMMUNITY TEAM MEDIA
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Advisor Name
Financial Advisor | CFP®, CLTC®
999-999-9999 e-mail@e-mail.com
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Who I serve
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Who can I benefit most?
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My clients
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Areas of Expertise
Financial Planning
The foundation to a confident and successful retirement begins with a customized financial plan-design based on your unique situation, values, wants, needs, dreams, and resources.
Investment Advice
Because your goals are unique, I believe your investment portfolio should be, too. You and I will engage in a collaborative process that takes the guesswork out of investing.
Tax Reduction
I proactively minimize taxable events before they occur and position your money to be as tax-advantaged as possible based on your unique situation. It’s not about what you make, it’s what you keep.
Retirement Guidance
Start preparing for the best years of your life. If you are too busy and don’t have the time, knowledge, or interest to confidently plan for your own retirement, I will help you do it.
IRA & 401(K) Rollovers
From early, required, in-service and charitable distribution planning, to Roth conversions and legacy planning, to avoid complicated tax traps for your heirs, I will help navigate this complex and constantly evolving landscape with care and precision.
Insurance Management
From disability insurance, to annuities, life insurance and more, I can help you understand, plan for and implement appropriate insurance strategies.
Income Distribution & Planning
How you take your money out matters! I will help you design an income plan that mitigates tax risks, provides flexibility, and maximizes your net income.
Inheritance & Estate Planning
From maintaining current designated beneficiary forms and titling on your accounts, to organizing essential financial and legal documents, to working with estate planning attorneys to implement legal work to ensure your wishes are seamlessly carried out—I aim to address all these considerations as part of a comprehensive approach.
Testimonials
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- Allison Pons
Ut rutrum risus libero, non venenatis mauris euismod at. Pellentesque eu nunc ante.
Nulla ullamcorper blandit urna quis sodales.
- Allison Pons
Ut rutrum risus libero, non venenatis mauris euismod at. Pellentesque eu nunc ante.
Nulla ullamcorper blandit urna quis sodales.
- Allison Pons
C O M M U N I T Y
Amanda is proud to volenteer in the LA area
Next Steps
Once we meet, here is what is next on the journey.
Create Your Discovery Questionnaire and Asset Map
We'll have a productive conversation and you'll receive a visual summary we can build on together.
Meet With Me
Share your story and your financial goals. I will ask and answer questions to learn how I can best help you achieve your goals.
Are We a Good Fit?
This is a no-pressure relationship! We each consider if I am a good fit to realistically help you meet your financial goals. If so, we can begin working together.
Review Service Offerings
You'll learn our planning philosophy, journey, service options and costs.
Engage on Your Terms
You'll receive a proposal and scope of work and we can begin our partnership as soon as you are ready.
