We're here to help you pursue your overall financial goals and guide you through the complexities of planning for your future. Using our client-centered approach, we seek to help you design a framework that will evolve with you over the years. We are specialists in providing individuals and their families with a structured and customized financial plan.
At Allfluent Wealth Management, this is our specialty. Let us focus on your financial planning-so you can spend your time doing what you enjoy, both now and in the future.
At Allfluent Wealth Management, this is our specialty. Let us focus on your financial planning-so you can spend your time doing what you enjoy, both now and in the future.
Services
Kelly has a passion for serving others through investing and financial planning. He earned his bachelor's degree in speech communications from Southwest Texas University. His ability to listen and articulate his clients' needs shines through in every meeting. Kelly previously worked at Dell, Inc., where he had the opportunity to live in Sydney, Australia, and Dublin, Ireland.
When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual's retirement years can span decades, retirement planning generally dominates other financial goals.
A successful plan put into place during the wealth-building life span should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.Qualified plans are employer-sponsored retirement plans such as 401(k)s and pension plans. Although there are contribution limits and strict distribution rules, these plans are popular because of their tax benefits.
A successful plan put into place during the wealth-building life span should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.Qualified plans are employer-sponsored retirement plans such as 401(k)s and pension plans. Although there are contribution limits and strict distribution rules, these plans are popular because of their tax benefits.
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