Estate Planning

Estate Planning from Saltwater Harbor Financial, LLC

By: Saltwater Harbor Financial, LLC  01/25/2016
Keywords: Fiduciary, Suitability, standards, Certified, Financial, Planner, Personal, CPA, PFS, Chartered, Fin

Fee-Only Comprehensive Financial Planning We provide analysis of all aspects of a client's finances and design a plan to address needs and goals within the context of their life. Since we only work for our clients (not bloated investment companies) we are able to impartially evaluate and recommend a sound plan of action in order to achieve the financial goals our clients want and deserve. We custody our client's assets at a custodian that does not sell products nor push proprietary funds. Our clients best interests is our only focus. Investment Management & Portfolio Design Through our adherence to the fiduciary obligation, which requires us to place our clients needs ahead of our own, we can design a portfolio that meets your needs, instead of our sales quotas. We work to create portfolios that minimize fees and expenses while maximizing growth and tax-efficiency. We assist people looking for guidance and security that their finances are handled with attention to the best way to grow for their specific financial plan. Estate Planning We work in conjunction with your attorney, or one that we can help you select, to create an estate plan that will not only honor your memory but also make the most efficient use of your resources. The design and use of a plan that is in compliance with current tax provisions and estate law will decrease the cost and time associated with the use of the probate system or other inefficient methods of property transfer.

Keywords: Fiduciary, Suitability, standards, Certified, Financial, Planner, Personal, CPA, PFS, Chartered, Fin

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