Financial Advisory Service
Finances affect every part of life - career, family, health, and the future. Creed Evans Financial Advisory helps you see the bigger picture, addressing investments, tax planning, retirement, insurance, estate considerations, and lifestyle priorities.
Financial Planning
Financial planning is a comprehensive evaluation of a client’s current financial position and future goals, using known variables to project future cash flows, asset values, and withdrawal strategies. The process considers all relevant factors - financial and personal - that may influence or be influenced by the client’s overall financial circumstances and life objectives. This process may include:
● Identification of financial priorities and wealth planning objectives
● Development and implementation of tailored financial planning recommendations
● Designs to manage cash flow and debt management
● Long-term planning for college savings, retirement, home-ownership, business investments or other life goals
● Ongoing monitoring of progress toward stated goals, with periodic reevaluation
● Evaluation of estate planning needs
● Tax planning strategies
● Charitable giving strategies
● Coordination with attorneys, accountants, and other professional advisors
Investment Advice
Creed Evans Financial also can provide a range of investment advice designed to help clients build and manage their portfolios in alignment with their financial goals. This could include:
● Establishment of investment goals and objectives
● Risk analysis and efficient investing
● Asset allocation rebalancing
● Investment manager selection and mutual fund evaluation
● Ongoing due diligence of investment managers and mutual funds
● Ongoing portfolio performance monitoring
● Periodic reviews of client investment accounts relative to client’s stated goals and objectives
Portfolio Management
Portfolios are managed on a client-by-client basis and may be guided by different client objectives (e.g. maximum capital appreciation, growth, income, risk minimization). Creed Evans Financial Advisory designs, revises, and reallocates client customized portfolios based on a comprehensive evaluation of each client’s investment objectives, risk tolerance, net worth, income, age, time horizon, tax considerations, prior investment history, family composition, background, and other relevant suitability factors. Clients may impose specific restrictions and guidelines, which may impact the composition and performance of their portfolios.
Ready to Take Your Financial Plan from Reactive to Proactive?
Get in touch today for a free consultation and let us help guide you to financial freedom.