Financial Strategies of Amelia
Financial Strategies of Amelia offers a holistic approach to financial planning. My goal is to ensure that all aspects of your life and wealth are working together to help you reach your objectives. Although I don't manage every aspect of your finances, I do take it into account when making plans. This ensures that the plan is dynamic and changes as your life and goals evolve.
We will consider various elements of your financial health, including but not limited to: financial planning, retirement planning, cash flow management, investment management, long-term care, life insurance, annuities, gifting.
For those who wish, I also offer fee-only planning. This involves sitting down with you to come up with a plan which you then execute. This option is ideal if you don't currently hold any assets, but want to have a plan which grows with you. It is also useful if your assets are held elsewhere, but you want to make sure they are working towards your long-term financial vision.
Everything starts with a conversation. Get in touch today to discuss how Financial Strategies of Amelia can help you achieve your goals.
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