Cashflow, Investment & Tax Planning

We provide our cashflow, investment, and tax planning services as a component of our comprehensive financial planning offering. We do not provide these services as standalone offerings.

Cashflow planning is the process of monitoring your income and expenses to ensure that you have enough money to cover your financial obligations and achieve your objectives. The process may include an income assessment, expense tracking, and budgeting and will allow you to understand your financial situation better and help you make informed decisions about your money.

Investment planning is the process of identifying your financial goals and aligning your goals with your financial resources, time horizon, and appetite for risk to find the best investment products that suit you. Whether you’re planning for retirement, funding education, or saving for a big purchase, investment planning is the means to help you achieve these milestones. By allocating funds to diverse investment vehicles, you can help grow your wealth significantly over time. This growth usually outpaces traditional savings accounts and helps combat the effects of inflation. Alitis Wealth Planning is a related company to Alitis Investment Counsel. More extensive portfolio management services can be obtained through Alitis Investment Counsel or a portfolio manager (investment advisor) of your choice.

Tax planning helps to minimize the amount of tax you pay, thereby maximizing your wealth. By utilizing various tax-saving strategies and incentives provided by the government, you can retain more of your hard-earned money to have available for investment and savings. Our team stays updated on the ever-changing tax laws and regulations to take advantage of all available opportunities and provide you with the best advice possible.