Our Services
At Buena Vista Financial Planning, we are dedicated to helping you achieve your financial goals by providing comprehensive wealth management services. Our team of experienced advisors is here to help you navigate the complexities of financial planning, offering personalized solutions tailored to your financial goals.
Financial Planning
We evaluate your financial situation, establish objectives, and formulate a plan to manage your finances effectively. This includes budgeting, saving, investing, and planning for future financial needs, aiming to ensure your financial well-being.
Tax Planning
Our tax planning services are designed to help you understand your financial landscape, make informed decisions, and partner with your tax preparer to be sure we are covering all angles of your tax situation. We provide guidance on various tax-related matters, helping you optimize your returns and manage your obligations effectively. This includes offering a variety of tax efficient strategies for retirees looking to withdraw their wealth effectively, as well as executives dealing with various types of stock compensation (RSUs, ISOs, NSOs, PSUs etc).
Retirement Strategies
We assist in preparing for retirement, focusing on establishing a steady income stream for your post-retirement years. Our services include advice on savings, investment allocation, pension management, and overall retirement planning to support your financial security.
Trust & Estate Planning
We aid in the creation and management of trusts and estates, ensuring your assets are allocated according to your wishes. This encompasses estate tax planning, will preparation, and beneficiary designations to maintain your legacy.
Investment Management
We oversee your investment portfolio, selecting suitable assets to meet your financial goals and managing investment risks to enhance returns. Our investment management service is designed to align with your financial objectives.
Risk Management
We identify potential financial risks and propose strategies to address them. These services include insurance planning, asset protection, and emergency fund management, all of which aim to protect your financial health.
Portfolio Management
We provide portfolio management services, focusing on risk analysis, tax-coordinated asset location, and suitable asset allocation. Our approach includes continuous portfolio oversight to align your investments with your financial goals and risk preferences, striving for stability and growth in your financial portfolio.