Foundation of Financial Planning
Foundation of Financial Planning
We don’t predict — we help you plan with confidence.
Our expert financial advisors in Anchorage, Alaska, know that the financial planning process isn’t cookie-cutter. Investment management strategies are tailored to the unique needs of women entrepreneurs, business owners, and Alaska oil workers because we know you don’t want to waste time decoding complex financial strategies. We use an in-depth planning process so we can help guide you through this ever-changing landscape.
Our goal is to align Alaska oil workers’ families with their use of capital by giving back their time, money, and energy to things that really matter. And we want to make sure women entrepreneurs aren’t climbing a ladder that’s leaning against the wrong wall.
What We Offer
Tax Planning To help limit capital distribution, we utilize tax-favored investment vehicles within your taxable accounts so you can realize more growth. We can also help answer questions about tax-advantaged retirement accounts, when it’s the right time to take a Roth conversion, and more. We aim to align your retirement accounts with the lowest possible tax rates.
Retirement Planning Retirement Planning for Women Entrepreneurs and Business Owners
Deciding on what options are available for your business retirement planning comes with challenges. That’s why we help with plan creation—from SIMPLE IRAs to SEP to 401(k)s or cash balance plans. Our retirement planners have customized solutions built just for you and your business.
Bridge to Early Retirement Strategy Alaska Oil Workers
If retiring early is a goal of yours, we utilize our Bridge to Early Retirement Strategy and focus on options to create cash flow before you can tap into your retirement savings prior to age 59½. Our trusted financial advisors look at alternative income-generating solutions to build the financial bridge you need to supplement your income.
Investment Management We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our investment advisors focus is on building evidence-based portfolios and adopting environmentally and socially conscious strategies for those who want them.
Sound investment management is not about timing the movements of the market, it’s about crafting long-term plans to meet your goals. Knowing when to act—and when not to act—is the most important aspect of managing an investment portfolio. A proactive, disciplined investment process is vital to helping you capture market returns over the course of your lifetime.
Sustainable Investing For women entrepreneurs and business owners who want to align their money with their values, our financial advisors provide sustainable investing, an approach that integrates environmental, social, and governance (ESG) criteria. This is becoming a much-sought-after strategy in the financial planning industry.
Whether implemented through socially responsible investing (SRI) screening, ESG integration, or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
Financial Planning Planning is the most important aspect of your financial lives, and we spend a lot of time making sure we understand what it is you and your family are trying to accomplish. Whether it’s retiring early, giving back to charity, or buying a vacation home, we’re here to help steer you in the right direction.
We believe in simplifying unique financial complexities. To make it as easy as possible, we’ll design and detail a one-page financial plan to help guide you along the process.
Estate Planning Our financial advisors know how hard you’ve worked to accumulate your wealth throughout your life, and our job is to help protect that wealth for you and your loved ones. We help provide strategies that will honor and preserve your legacy. From charitable contributions to inheritance and more, our focus is to provide asset protection that aligns with your goals and wishes, making the transfer of generational wealth as smooth as possible.
We partner with local and national estate lawyers to help create and protect your assets through estate-planning strategies.
Who we serve
See how our solutions can
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How we serve business owners
As a business owner, you have a delicate and difficult daily challenge; keep a business going and growing in today’s changing objectives, which include juggling tax and retirement planning and finding time with your family.
As business owners ourselves, we can completely relate to this careful balance. We're here to serve as your personal CFO so you can get back your time with what matters most to you and those you love most.
How we serve oil workers
We love serving oil workers because they are the backbone of our state of Alaska. You give up a lot of your personal time to meet the travel requirements needed to work in the North Slope of Alaska. We’re here to help ease the burden of financial planning so you can feel confident knowing your future is being taken care of and recover more of your precious time.