Financial Planning - The Avina Financial Blueprint

Having a strong short- or long-term financial plan that includes a steady return allows for more confidence in your future, maintains a steady standard of living, provides peace of mind for any unforeseen circumstances, and helps you achieve all your retirement goals.

Investment Planning

Identifies and prioritizes your financial goals and helps balance your risk and reward. This may include the purchasing of homes, cars, vacations and other large investments. You may invest lump sums in various opportunities, such as fixed income, stocks, gold, bonds and mutual funds, or you may set up a systematic investment plan (SIT) to spread payments out over time.

Retirement Planning

The sooner you begin putting aside money for retirement (money which earns income, of which earns income and so forth), the better financial position you’ll be in when the time comes. By not planning, you may be woefully unprepared to sustain your standard of living upon retirement.

Insurance Planning

Calculating coverage against insurable risks can be extremely complicated. Insurance needs differ depending on your age, health profile, risk level, and income, among other factors, so looking ahead at what insurance you may need when in retirement can help sustain a longer, healthier, happier life.

Tax Planning

Different investment schemes may help reduce or eliminate future tax liability depending on age, current liabilities and tax burdens. There are plenty of benefits and exemptions both nation-wide and within the states if you plan ahead and know where to look.

Cash Flow Planning

Poor cash flow planning could easily lead to bankruptcy. Planning your short- and long-term goals and expenses alongside your current and expected cash flow, and making sure to set aside a kitty for unforeseen emergencies, will keep your finances liquid and sustainable.

Children Future Planning

To guarantee a strong financial future for your child(ren), understand and pinpoint the dreams you have for your child(ren), including higher education and marriage, what their goals are and how you can help them succeed in acquiring those goals.

To assess which financial
plan(s) work best for you or to get started in saving for your financial future, please schedule your complimentary meeting

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Avina Financial Group, Inc.

Ca Insurance license #0G06112

 

13006 Philadelphia St., Suite 305

Whittier, C A 90601

 

T: 562-464-3973

F: 888-488-1368

Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser with securities offered through T.D. Ameritrade Institutional.

 

©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.

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©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.