OUR SERVICES
The professionals at AIR Financial work with clients as a fee-only, independent, unbiased, conflict-free retirement plan and investment consulting firm with an emphasis on providing fiduciary guidance to Retirement Plan Committees. Our services include:
Life planning to create a map
Life’s a journey is one that takes many different paths. How do you map the journey so you can choose the better path? What does your journey entail; marriage, kids, college, a new house, travel and retirement? We help you with this life planning and will be with you every step of the way for the bumps in the road that life throws at you. There is never a bad time to start life planning, no matter your stage of life. Every family and individual has a different blueprint, so we work on a collaborative basis to develop the best strategy. Let’s get started today.
Designing a plan for your legacy
It is very rewarding to be able to share your wealth with others during your journey of life and after. Proper planning will help ensure your loved ones and favorite charities can benefit for generations to come. Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future.
We work with you to customize a plan that not only preserves your assets, but also helps you share your wealth with the people and charities you care about most.
Investment planning to fund the life plan
No matter your life plan, how you invest largely determines achievement of the goals within the plan. No matter your timeline, whether your need is grow aggressively over time, generate income in retirement or preserve your wealth for future generations, confidence in your life plan comes with knowing your assets are invested well.
We work with you to wade through an overwhelming number of investment options, guide you through economic turmoil that may affect investments and maintain the right strategy to help pursue your stated goals.
It’s more than your business; it’s your passionate creation
Being a visionary leader who built a victorious business, your business is a huge part of your life and your net worth. Business planning is similar to personal financial planning and should be incorporated into a life plan. Planning for your business is about setting goals, employing the right strategies and tools to achieve them, and ultimately realizing the value that you’ve created.
You have invested hours, emotional capital and monetary capital into your business. A proper plan will help those investments pay dividends.
Objective counseling for institutional investors
All of our clients have expansive needs and look for a trusted partner to help meet their goals in alignment with the mission of the organizations they serve. Backed by the resources of LPL Financial, we help institutions deliver on all aspects of investment consulting. This ranges from strategy development and investment research to reporting and management.
We understand that institutional investors face unique challenges that require exceptional strategies. We utilize an objective approach to tailor a specific plan for all stages of the relationship to meet the needs of each organization.
