Armanino's affiliate, Financial Horizons - Wealth Building Strategies, LLC, offers fee-only financial planning and investment advisory services to individuals, businesses and employee benefit plans. These qualified planning consultants can help you move down a path of financial independence by reviewing your financial position today and projecting your needs for college funding, retirement and planned giving.
Financial Horizons' consultants provide organization and structure – in effect, a plan to reach your goals. The planning consultants can help you:
- Set achievable goals (for retirement, college for children, charitable giving, estates, etc.)
- Execute a plan with specific steps (annual savings targets, investment management and tax and estate planning).
- Monitor your progress towards your goal
Financial Horizons' consultants are the quarterback of your financial team and can work with other financial experts to ensure that all of your financial matters are taken into consideration.
Financial Horizons will:
- Analyze your current asset position and help you build your investment portfolio to meet your short-term and long-term needs
- Review your estate planning matters and help you interface with accountants and estate attorneys to ensure smooth asset transfer and minimize estate taxes
- Work closely with your CPA to ensure that tax matters associated with your financial plan are taken into account
Financial Horizons' consultants are fee-based financial planners. They are not selling investment or insurance products and are not biased toward a particular investment style or planning technique, which means your best interests are always taken into consideration. All financial planning and advisory services are offered through Financial Horizons - Wealth Building Strategies, LLC, and not Armanino.
Contact Dave Shiell at 925-790-2600 or
for more information.