Financial Planning

Services

We take a different approach when it comes to financial planning. Our fee-only services provides the proper guidance for business owners and individuals. 

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Financial planning is much more than insurance and stock market investments.

Our proprietary software Odessa™ provides detailed analysis across multi-sector platforms specifically designed to meet your goals, mitigate risk and tax advantaged. 

Goal Planning

Planning for your future, not theirs

Budget Design

Always within your framework

Market Analysis

Multi-sector platforms

Risk Management

Investment hedge funding

How we can help you financial needs

Our financial planners do one thing - plan. Their duty is to build a financial plan that does not succumb to institutional products built in with high-fees. Our team helps with more than insurance and stock market investments:

  • goal planning

  • outlook estimates

  • high-yield savings

  • real estate investments

  • retirement investments

  • insurance management

  • crypto-currency investments

  • tax strategies

Across our network we have financial planning professionals who work exclusively with business owners and high net-worth individuals, providing proper planning that makes sense. 

Current issues

FinTech disruptors have been finding a way in. Disruptors are fast-moving companies, often start-ups, focused on a particular innovative technology or process in everything from mobile payments to insurance. 

We are mindful in our practice and understand assets under management fees are declining but still are in excess of any fintech company. 

In this current age of technology there is no need to pay above 0.45% to manage your money. If you are then look to take control with a responsible fintech company. 

Our Approach

We ensure all decisions are made with one common denominator, tax advantaged. Our proprietary software Odessa™ executes analysis with current tax codes and estimates across all national and global sectors. This allows our financial planners to develop strategies that add more value than any fee-based advisory firm.