Comprehensive Financial Planning
Comprehensive financial planning combined with taylored investment portfolios.
A comprehensive planning process allows for a detailed understanding of your unique financial situation, objectives, risk tolerance, and time horizon. This understanding allows for:
- Taylored investment portfolios
- Improved after-tax returns
- Coordination of estate planning strategies
- Tax-efficient philanthropic strategies
- Proper risk coverage
- Improved debt and liability management
Advice that Serves You
Recommendations resulting from the planning process are based solely on how you might best meet your goals. Whether retiring comfortably, selling or exiting a business, leaving a lasting legacy, or whatever your goals and challenges might be, a comprehensive and objective planning approach seeks to uncover the best options for you.
Seeing the Big Picture
Portfolio management should occur right along with tax planning, estate planning, risk management, debt management, charitable giving, and all other financial matters. It's important that all of these financial affairs be properly coordinated.
“More thoughtful decision-making will lead to better overall results, and more thoughtful decision-making can be encouraged by evaluating decisions on how well they were made rather than on outcome.”
-- Robert Rubin, Harvard Commencement Address, 2001
Commencement Financial Planning LLC is a Registered Investment Advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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