Investment & Tax Planning Services | Greenspan Financial Planning

What We Do

Investment Planning

Our investment approach is one of utmost care and diligence. We help clients invest their money implementing key principals like asset allocation and diversification within the context of a client’s overall goals, objectives, risk tolerance, and time horizon. We know markets go up and go down, but the key is to adhere to your financial plan through all market cycles with our support.

Risk Management

Providing protection for an unforeseen death, disability, or custodial care event is an important part of protecting your financial well-being. We will work to make sure you and your family have the appropriate types and amount of insurance for your unique life circumstances.

Legacy Planning

How and to whom you leave your legacy is a personal decision for everyone. There are multiple strategies available to maximize each legacy plan. We can work through different strategies and decide what may be the best fit and approach for your legacy goals and objectives.

Tax Planning

Managing your tax situation is a valuable but often overlooked piece of the puzzle. Although we are not tax advisors, we are sensitive to the impact that taxes can have on your overall financial situation. We look at strategies to reduce your overall tax liability so you can keep more of your hard-earned money. Just as we diversify your investment portfolio, we also work to diversify the types of accounts you hold between taxable, pre-tax, and tax-free accounts.

Retirement Planning

When it comes to retirement planning the two questions we get most are; when can I retire and how much can I afford to spend? These two questions require careful consideration and analysis. Some of the key factors we analyze when building a comprehensive retirement plan are familial longevity, current health, sources of guaranteed income, social security, taxes, inflation, investments, cash flow, etc. With so much to consider this process can seem daunting, but we strive to simplify it all so that you can stress less and enjoy more.

Cash Flow and Budgeting

We get it! Most folks loathe creating - much less tracking - a budget. But at the end of the day, knowing where your cash comes from and where it’s going will be essential to the success of your financial plan. We help guide you toward understanding your monthly expenses and how they will be a key component in determining the findings in your financial plan.

Investment Planning

Risk Management

Legacy Planning

Tax Planning

Retirement Planning

Cash Flow and Budgeting

Comprehensive Financial Planning

How We do it

we Listen to Learn

 This step represents the foundational element of our prospective financial planning journey together. We wholly believe in the adage that personal finance is, after all, personal. We understand that your desired objectives and outcomes are uniquely yours. That’s why we intently listen to your hopes, concerns & overall vision with empathy, objectivity, and absolutely no pretext of what should come next.

Deliver the Plan, Start the Journey

Once we have a comprehensive understanding of your hopes, dreams, and goals, we partner with you to create your personalized financial plan.  We leverage our critical thinking and professional analysis tools to tailor precise and achievable recommendations. We are here to help you get started! A famous Chinese proverb states that a ‘journey of 1,000 miles starts with a single step’ and we could not agree more. We understand that moving forward after a period of inertia can be daunting, but it’s critical that procrastination or “analysis paralysis” does not impede the path forward.

Avoid the noise, Stay on the Path

At this juncture, your financial plan has been solidified and put in motion, but we realize a sound long-term plan is not just a static snapshot in time. Success throughout time requires ongoing commitment. As life changes, we’ll ensure your plan remains flexible enough to navigate through life’s events without ever losing sight of your overarching vision. Some of these events may be wonderful and some may be more challenging, but through our dedication, consistency, and vigilance we can stay on your desired path.

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