True Living Financial

Services True Living Financial Offers

Individuals and families

At True Living, we create long-term strategies that provide clarity now and peace of mind for the future. We arrange the pieces of your investment goals, time parameters, risk tolerance, and income and capital appreciation needs to construct an appropriate, individualized portfolio.
True Living creates portfolios that contain comprehensive combinations of no-load mutual funds, exchange trade funds, and individual bonds and stocks. For families and individuals, we also offer:
• Financial planning and wealth management
• Inter-generational wealth and estate planning
• Stock market investment strategies
• Strategies for investing
• College education planning
• Retirement planning
• Investment management strategies


Business

True Living Financial is ready to serve the financial planning needs of business owners in any stage of the business cycle. Whether you need to increase your after tax income, plan an exit strategy or simply uncover more time in your day, we can help. For your business, big or small, established or on the brink of greatness, we can support you in:
• Risk management
• Succession planning and exit strategies
• Retirement program strategies
• Employee stock option or profit sharing plans
• Incentive plans


Executives

True Living Financial offers a unique CFO program that provides discrete financial planning and investment advisory to individual, high net worth clients. The CFO program also includes a Certified Public Accountant, hired by True Living, who will provide tax advice as well as file any necessary tax documents. The CFO program includes:
• Income tax planning
• Stock options planning and single stock diversification
• Retirement and cash flow strategies
• Education funding analysis
• Wealth transfer strategies
• Charitable giving and cash contributions
• Quarterly and Annual review
• Financial issue scanning
• Comprehensive oversight of financial assets