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SMART FINANCIAL PLANNING IS A LOT LIKE BUILDING A HOME

 

Building a home without detailed architectural drawings leads to construction mistakes and cost overruns. The road to your personal financial success works exactly the same way. At Village Wealth Advisors, we develop financial plans, investment strategies and management, and ongoing analysis tailored to help you live the life you imagine, without worry. We do that using a variety of tools including, but not limited to:

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Research & Market Analyses

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At Village Wealth Advisors, we constantly monitor economic indicators, market trends, new financial products & opportunities so we understand how to structure financial strategies that best align with each individual client’s goals, risk tolerance, and life expectations.

 

Financial Planning

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Financial planning is a lot more complicated than just simply providing investment advice. We provide clients with plans for monthly budgeting, asset realignment and allocation, income generation and asset protection both before and after retirement, and more. We’re like the conductor of a symphony orchestra creating financial harmony for a beautiful life.

 

Investing

 

With your approval, Village Wealth Advisors will handle investments that are in sync with your individual financial plan, monitor performance, and regularly adjust investment portfolios to keep them on track.

 

Insurance Planning

 

Protecting your family is a key component of smart financial planning. In association with experienced insurance specialists, Village Wealth Advisors will often recommend a variety of insurance instruments for asset protection as part of our clients’ overall financial portfolio.

 

Tax Planning

 

We work with tax specialists to evaluate and anticipate the impact of issues related to the sale of a home or other investments, the implications associated with the death and transfer of your assets to family members and/or the charities you care about.

 

Charitable Giving

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For those with more substantial assets, often a pro-active charitable giving strategy should be incorporated into your financial plan. These might be implemented as part of tax strategy and/or asset protection plan. And it might be effectively implemented by creating a personal charitable giving foundation. At Village Wealth Advisors, we have the experience and resources to effectively utilize charitable giving as part of a more robust financial plan.

 

Estate Planning

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Wills, durable powers of attorney, trusts and overall estate planning are an essential part of financial planning. We work with qualified legal professionals specializing in helping families protect their assets and plan for inheritance issues and the transfer of wealth.

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Disclosure Statement:

Our Wealth Guides, Inc. doing business as Village Wealth Advisors, a Registered Investment Adviser with the Securities and Exchange Commission, located in Westlake Village, California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. For information pertaining to the registration status of Our Wealth Guides, Inc. doing business as Village Wealth Advisors, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing.

 

Website Content: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Our Wealth Guides, Inc., doing business as Village Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

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Investment Advisors and Financial Planners do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account(s). These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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