Our Financial Freedom plans consist of comprehensive analysis and recommendations by our team of professionals. Utilizing the information you provide us, we will create a personal wealth site for you, produce a written report and recommend actions to maximize the possibility of attaining your financial and lifestyle goals.
Cash Flow Planning
We create a suitable budget for your lifestyle. If employed, we help transition income into greater wealth. If retired, we help transition assets into reliable income.
We work with your CPA or have strategic partnerships to not only prepare your taxes but to analyze for tax saving opportunities.
Wills, trusts, gifts, charity, and beneficiary planning: We work with your attorney to take care of your estate planning needs and avoid costly mistakes.
We will advise you on when to allocate your portfolio to be more defensive or opportunistic. Economies change and investors must be alert.
We access leading equity and macro research and offer our clients carefully designed low-cost portfolios. The objective is either long-term growth to achieve financial freedom or inflation-adjusted income to preserve it.
The “Innovation Economy” is upon us and offers a unique investment opportunity. Choose from one of our 5 portfolio models or have a custom portfolio designed specifically for you.
“We regard the responsibility of providing advice and our services as a very important personal relationship with you. It is a relationship that is built on immense trust and involves an ongoing exchange of relevant information and communication. We view this interactive relationship as vital to the overall success and achievement of your financial goals. We appreciate the opportunity to serve you and anticipate a long and productive relationship.” – Gregg Pacitti CFP® President
Ranch Capital Advisors