© 2024 Alitis Wealth Planning, Inc. – Privacy Policy
Financial Planning
A financial plan is our most comprehensive offering and encompasses the following key areas: estate planning, insurance planning, retirement planning, tax planning, investment planning, and cashflow planning. We provide all of these services but unlike most financial advisors, we do not sell anything other than our time, so you know that we do not have any conflicts of interest.
We also service corporate clients. In today’s ever-evolving business landscape, successful wealth accumulation requires a well-crafted corporate strategy. Gain insights into tax optimization, risk mitigation, and asset protection strategies that are vital for preserving and growing your wealth. We’ll work closely with you to develop a comprehensive corporate plan that factors in your personal financial goals, business interests, and legacy objectives. Whether you’re a business owner seeking to secure your family’s future, a high-net-worth individual aiming to optimize your portfolio, or an executive looking to maximize your compensation package, our corporate planning expertise will put you on the path to financial success.
Estate Planning
You’ve spent a lifetime accumulating and stewarding your wealth. Estate planning ensures your assets are transferred to the right hands. Estate planning is an important component of our Comprehensive Plan, we also offer it as a stand alone planning module. Legal, tax, probate, privacy and fairness considerations are all significant factors. Layer in some emotions and family dynamics, every situation is unique. Estate planning is a gift you can give your heirs, allowing them time to grieve and the clarity to implement your wishes. Clients who work with us will have their wills, powers of attorney, insurance and beneficiary designations reviewed. Estate planning tends to be an interrelated part of an overall financial plan.
Insurance Planning
Most people need insurance as a risk management tool. Some people can use it as an investment strategy. Either way, we can help you understand if and how it fits into your financial plan and evaluate what type of coverage you might need in your personal situation. Because we don’t sell insurance, you can rest assured we have no conflict of interest and can give you the information you need to then secure appropriate insurance coverage for you and your family.
Retirement Planning
Retirement planning is an essential component of any complete financial plan. As you journey through life, it’s crucial to set aside funds and make strategic decisions that will provide financial security and peace of mind in your golden years.
Tax Planning
Tax planning is involves the strategic management of financial affairs to minimize tax liability while ensuring compliance with all relevant tax laws and regulations.
Investment Planning
Investment planning lays the foundation for long-term financial security and wealth accumulation. Proper investment planning helps individuals and businesses strategically allocate their financial resources to generate returns and achieve their financial goals.
Cashflow Planning
Cash flow planning serves as the financial roadmap that ensures an individual or business can meet its financial obligations, sustain operations, and achieve its goals. Understanding and forecasting cash flows provides a clear picture of income and expenses, allowing for better financial decision-making.