Financial Planning & Investment Management
Remember, we don’t work for a bank, brokerage or insurance company. We only work for, and get paid by, you, the client. This makes for a completely transparent and clearly defined working relationship.
We strive to provide you with comprehensive advice that’s tailored to your specific set of circumstances. Our efforts are focused on helping you make the best use of what you have now, and assisting you in defining and achieving your long-term goals.
Financial & Retirement Planning
Financial planning can be described as a method used to help you meet your long-term goals by analyzing your current financial position and creating a course of action to achieve those goals. Rather than a one-time event, it’s best looked upon as an ongoing process, flexible enough to adapt to changes in your personal life and/or the marketplace.
We believe effective personal financial and retirement planning is best accomplished by adhering to a simple 4 step process:
- Take Inventory – where are you now?;
- Clearly define financial goals, desires and commitments;
- Create and execute a personalized course of action;
- Monitor and adjust.
Investment Management
Our fee only pay structure and our never ending search to find the highest quality, low-cost investments helps you keep more of what’s already yours … not paid out in commissions and hidden fees.
There are many thousands of mutual funds, individual stocks, exchange traded funds (ETFs) and more available to the individual investor.
We’re focused on helping you find the highest quality, low-cost investments that together achieve a balance between risk and reward that’s appropriate for your situation.
tax Planning
The rules and regulations regarding individual tax returns undergo frequent and oftentimes confusing changes.
An experienced tax preparer can help you avoid costly mistakes and help you identify areas that may help you maximize the tax saving opportunities available to you.
Roth IRA conversions, tax-loss harvesting and making sure you’re taking full advantage of any deductions allowed for the retirement plan options available to are just some of the ways that may help you be as tax efficient as possible.
QUESTIONS?
Commissions, high costs, and tax inefficient investments can all work against you in your effort to secure your financial future. Contact us to schedule a free investment audit to help uncover the real costs of your current investments and let us help you keep more of what’s already yours.
This website is for informational purposes only and does not represent a complete description of our services. This website is not a solicitation or offer to buy or sell securities or investment advisory services.
Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market of other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of such information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties expressed or implied as to the accuracy, completeness or results obtained from any information posted on this or any linked website.
Information on this website does not involve the offering of personalized investment or financial planning advice. Rather, it is limited to providing only general information on investment, retirement, and financial planning ideas, services, and products.
Any and all charts, graphs, stock and/or mutual fund quotes are for illustrative purposes only. They do not depict actual investments, actual results, or actual client experiences and results.
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LongView, Inc. is a Registered Investment Adviser in the State of Florida. What might have lead you to our site: Central Florida Certified Financial Planner; Certified Financial Planner in Central Florida; Orlando Retirement Planner; Central Florida Independent Investment Advisor; Retirement Planner in Central Florida; Orlando Area Investment Advisor