Financial Planning

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Creating Financial Freedom! Building and preserving your personal wealth requires specialized attention. With Kuuni Partners, you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We help clients with their kids’ college planning, retirement planning, etc., and achieving their investments goals.

Save enough for a comfortable retirement. We help you save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and finding the best ways to save for retirement given your financial situation and risk tolerance.

Pay for your child’s college education. We also help you pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls, and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Protect your family in case of you become disabled. We also help protect your family in case of disability by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Achieve your investment goals. We help you achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

Leave a legacy for your heirs. Leave a lasting legacy for your heirs by maximizing the value of your estate and saving on taxes, professional fees, and court costs. Minimizing the costs of probate, creditors, lawyers, and estate taxes can help protect the value of your estate. We provide a roadmap to ensure that your estate is passed on to your heirs according to your wishes, so you can remain in control of your affairs.

A financial plan’s true value comes with its implementation. Let us help you attain financial freedom and security by requesting a Free Consultation.

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