The Goal of Financial Planning

The goal of Financial Planning is to provide advice to a client that enables them to successfully achieve their goals. This normally involves the clarification of goals, followed by the development of strategies designed to minimize taxes, optimize investment returns and control risks.

Our objective is to help hard working people become financially secure, help financially secure people become wealthy, and help wealthy people become rich.

No matter which stage you might be in, the achievement of your financial goals in life is our primary objective.

Various strategies are used to help properly manage investment assets, control risks and minimize taxes.

At later stages, we often assist in the generation of strategies designed for the transition of assets to heirs at the lowest possible cost (minimizing both taxes and administrative expenses on the transfer). Implementation often involves the use of trusts (living, grantor, residential, life insurance, and charitable of various types), charitable foundations and many other strategies tailored to the client's needs.

 

 

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
Centaurus Financial Inc. and The Financial Advisory Group are not affiliated companies.
James O. Davis, Registered Representative [California Insurance License #0712211]