At Ideal Financial Advisors, we assist individuals and businesses minimize taxes, pass along a legacy to heirs, and plan for the future. We have experience supporting those at or near retirement, small business owners, and corporate employees who have accumulated concentrated wealth through their company’s stock.

Our process starts with a discovery meeting. This is not an interview, but a two-way conversation where we ask each other questions and get to know each other. For our part, we gather enough financial information from you to develop a preliminary plan. Before we take that next step, however, we believe it’s critical both of us feel we can have a constructive relationship going forward. Because, although “Ideal” is in our name, we’re not a perfect fit for every prospective client.

If we decide to move forward, we’ll review the draft plan, which outlines three different concerns we can provide guidance on. Then, with your approval, we’ll begin to implement your formal plan, which is constructed on these five pillars:

5 Pillars of Our Formal Wealth Plans

• Cash Flow Analysis
• Tax Planning
• Investment Management
• Estate Planning
• Risk Management (including review of existing P&C insurance policies)

We believe transparency, communication and trust are key to a successful, long-term relationship. In every interaction with you, we put your best interests first and seek to provide value that exceeds the fees you pay us.