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Five Seasons Financial Planning LLC: seu parceiro de confiança para aconselhamento financeiro objetivo e gerenciamento profissional de investimentos
Você está procurando um consultor financeiro confiável que possa ajudá-lo a atingir seus objetivos financeiros? Não procure mais, o Five Seasons Financial Planning LLC, o principal fornecedor de consultoria financeira objetiva e serviços profissionais de gerenciamento de investimentos em Salt Lake City, Utah.
No Five Seasons Financial Planning, entendemos que gerenciar suas finanças pode ser opressor e estressante. É por isso que oferecemos soluções personalizadas adaptadas às suas necessidades e objetivos exclusivos. Esteja você planejando a aposentadoria, economizando para a faculdade ou construindo riqueza, nossa equipe de consultores experientes está aqui para orientá-lo em todas as etapas do caminho.
Como consultor fiduciário e pago apenas, estamos comprometidos em colocar os interesses de nossos clientes em primeiro lugar. Não recebemos comissões ou incentivos de terceiros, o que significa que nossa assessoria é sempre imparcial e objetiva. Nossa única fonte de renda é a taxa que cobramos por nossos serviços.
Nossa abordagem abrangente para o planejamento financeiro inclui:
1. Gestão de investimentos: Projetamos carteiras de investimentos personalizadas com base em sua tolerância a riscos, horizonte de tempo e objetivos financeiros. Nossa filosofia de investimento enfatiza a diversificação entre classes de ativos e fundos de índice de baixo custo.
2. Planejamento de Aposentadoria: Ajudamos você a planejar uma aposentadoria confortável, analisando sua taxa de poupança atual, despesas projetadas na aposentadoria, opções de idade de elegibilidade para benefícios da Previdência Social, bem como outras fontes de renda, como pensões ou aluguel de imóveis, se aplicável.
3. Planejamento tributário: trabalhamos com profissionais tributários para minimizar sua responsabilidade fiscal e, ao mesmo tempo, maximizar o retorno após os impostos sobre os investimentos por meio de estratégias como coleta de prejuízos fiscais ou conversões de Roth, quando apropriado.
4. Planejamento sucessório: auxiliamos no planejamento sucessório, ajudando os clientes a criar testamentos/fideicomissos/POAs (procuração) para que seus bens sejam distribuídos de acordo com seus desejos após a morte, minimizando os impostos devidos pelos herdeiros/beneficiários, se possível sob o atual leis/regulamentos no momento do falecimento
5. Planejamento de seguro: revisamos sua cobertura de seguro para garantir que você tenha proteção adequada contra eventos inesperados, como invalidez, necessidades de cuidados de longo prazo ou morte prematura.
Nossa equipe de consultores tem décadas de experiência no setor financeiro e possui diplomas e certificações avançadas, como Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) e Certified Public Accountant (CPA). Estamos comprometidos com a educação contínua e o desenvolvimento profissional para nos mantermos atualizados com as últimas tendências e melhores práticas em planejamento financeiro.
Na Five Seasons Financial Planning LLC, acreditamos que todos merecem acesso a aconselhamento financeiro de alta qualidade, independentemente de sua renda ou patrimônio líquido. É por isso que oferecemos opções de preços flexíveis com base na complexidade da sua situação. Nossos honorários são transparentes, fáceis de entender e competitivos com outros consultores pagos em Salt Lake City.
Convidamos você a explorar nosso site para saber mais sobre nossos serviços, ler depoimentos de clientes satisfeitos que trabalharam conosco ao longo dos anos. Se você está pronto para assumir o controle de suas finanças e atingir seus objetivos, entre em contato conosco hoje para uma consulta gratuita!
fiveseasonsfinancialplanning.com
