Managing your money wisely means being knowledgeable about your options, and making informed choices. Here at Fiat Advisory, we educate our clients so that they can take charge of their financial lives. We teach them the basics of wealth management and how to use their money to work toward lifetime financial freedom.
Ideally, your tax and investment strategy is integrated; as you plan to build wealth, you also make considered moves to retain it in the same smart process. Both goals should be part of any coherent financial strategy, especially if you have sizable accumulated wealth and an estate to protect.
Our wealth planning recognizes this fact. It is built around your particular circumstances, your goals and your needs. With these particulars in mind, we seek to assemble innovative and personalized solutions for your investment and tax solutions you may not have heard of before, fully legal and intriguingly promising. The timing and sequence of the solutions is also crucial: if they are implemented in the right way, your financial life may become richer.
- When can you afford to retire?
- How much can you spend each year without “drawing down” your savings?
- How do you manage your assets once you are retired?
We can provide you with powerful, yet simple answers to these questions. We would be happy to create a financial plan uniquely for you – and we update plans as necessary, as goals and circumstances do change.
With advances in healthcare, your retirement may last longer than your career! So you need a steady stream of income that can last for decades, and a coordinated tax and investment strategy to help you defer or reduce taxes and other financial risks.
As an independent advisor, we are able to recommend the best strategies to help you realize your retirement objectives, without any outside interference.
If you are like most people, you probably think that seriously planning for retirement sounds painful. But it doesn’t have to be. At Fiat Advisory, we use our knowledge, experience and patience to simplify the process. Often, the hardest part is simply picking up the phone, and making an appointment. If you can do that, we can take you the rest of the way.