Financial Planning Strategies
We provide a full range of financial planning services including:
Retirement planning
- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Cash Management options
Tax management
- Looking for ways to help reduce your current and future tax burden.
- Managing your portfolios to maximize your ‘real’ return on investment
Charitable Giving
- Helping you pass your wealth on to the those you wish to help the most, by maximzing the benefit to them, with a tax efficient strategy
Estate planning
- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors or connecting you with our affiliates
Risk management
- Taking advantage of advanced planning alternatives. Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the better policy for your situation.
Education funding
- Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning
Auxano Wealth Management, LLC and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.