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Positive cash flow is the lifeblood of financial health. Measured liquidity allows you to enjoy today, while saving for the future. Your Verde Advisor will help you develop and manage a customized budget, monitor and maximize your savings rates, and work with you to create an effective cash reserve strategy.
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Life happens. Whether it is the birth of a child, a job change, illness or injury, unexpected events can challenge the most carefully laid plans. Your Verde Advisors help you anticipate these scenarios, and to select contingency plans to keep you on track.
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After careful analysis, your Verde Advisors will create a unique investment strategy that aligns your goals for growth with your risk tolerance. We then actively trade your account, manage assets, and monitor your portfolio on an ongoing basis. We work with you to fine tune financial plans. We manage your accounts and maintain a 360 degree view of your entire portfolio’s progress.
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As part of our 360 degree approach, we help guide you to a tax efficient financial plan. Your Verde Advisors will coordinate with your accountant or tax professional to help you keep more of what you have earned.
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Retirement is not one size fits all. Your Verde Advisors will help you identify and plan for your unique lifestyle during retirement, whether you want to travel, start a passion project, or enjoy quality time with loved ones. We will work together towards the future you hope for yourself and your family.
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No matter the size of your personal wealth, we encourage all clients to select and build an estate plan. Your Verde Advisor can work with you to create a plan that honors your wishes and protects your legacy. We periodically review your beneficiary designations and estate plan to ensure you have the most up to date.
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