Financial Planning
Can you envision your future?
The purpose of a well-designed financial plan is to create a strategy that can help you and your family achieve your goals 5, 10, 20 years and beyond.
Whether you're preparing for retirement, starting a business, or saving for your child's education; financial planning is about feeling confident in your financial future, and knowing that you're ready for life's difficult moments if and when they occur. At Columbia Strategic Wealth Advisors, we take a comprehensive approach to financial planning that changes and adapts with you throughout life's many stages.
How Can We Help?
Taking the right steps today will ensure a better tomorrow, whether you are planning for retirement or securing financial stability for your family. We will help you:
- Define your goals and plans for the future.
- Develop a realistic strategy for saving, spending, investing, and protecting what matters to you.
- Stay on track over time, as your goals and finances change.
Financial planning is a process that focuses on you. Getting to know you, learning about your financial situation, your financial psychology, and understanding the goals that you have for you and your family. The details of your financial plan will depend on your financial situation, but may include the following areas:
- Retirement planning
- Investment portfolio analysis
- Education planning
- Employee Stock option planning
- Benefits planning
- Charitable giving strategies
- Risk management & asset protection
- Business succession planning
- Estate & Legacy planning (in coordination with with an appropriately licensed attorney)