Pantheon’s Financial Planning

Pantheon's has your best interests in mind. Your ultimate goal is to provide the best life for yourself and your family. Anyone can make money. But, the key to long-lasting wealth is to learn how to manage the money you make. To do so, you need trusted financial advice that enables you to take an informed and proactive approach in mastering your daily finances. But you also need innovative systems in place to manage and grow your wealth so you can enjoy financial independence today and also in retirement.

You can’t rely on luck or chance to live out your financial dreams. You need the right team that supports you every step of the way. And you’ve got that in Pantheon Wealth Planning.

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

One of the most important things a financial advisor can do for you is to help you put tools in place that can minimize potential risks that occur in life sometimes. This involves identifying risks that can greatly impact your life, your wealth, and your future. We discuss different “what if” scenarios and implement protective measures to counter the impact of some of life’s misfortunes. Life insurance, disability policies, and long-term care insurance are examples of risk management that can make things a bit easier for yourself and your loved ones should the need arise.