Financial Planning 1

A solid financial plan outlines the necessary steps to grow your wealth. In the years to come, you must preserve that wealth—and continue growing it throughout your personal life changes. Together we define your abilities and what you want out of life. We create a personalized plan that helps you build wealth in varying economic climates. And we use straightforward, efficient strategies that you understand and can trust. 

Pantheon Wealth Planning’s process provides sensible, prudent, and innovative financial planning and wealth management for affluent individuals, small businesses, high-tech and medical professionals, and pre retirees. We provide the comprehensive strategies you need for wealth accumulation and preservation.

• Charitable giving that aligns with your principles
• Tax-smart strategies to balance your tax burden
• Savings plans to pay health care and education costs 
• Strategies for retirement income
• Portfolio management and investing within your comfort zone
• Succession planning, insurance, and benefits for small businesses
• Risk management provisions with the goal of protecting you during difficult times
• Ongoing evaluation and periodic adjustments