At Tiona Financial Services, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you throughout the years.
We are specialists in providing individuals, families, and couples with a structured and customized retirement plan. At Tiona Financial Services, this is our specialty. Let us focus on your retirement planning, so you can spend your time doing what you enjoy-now and in the future.
We are specialists in providing individuals, families, and couples with a structured and customized retirement plan. At Tiona Financial Services, this is our specialty. Let us focus on your retirement planning, so you can spend your time doing what you enjoy-now and in the future.
Services
As founder of Tiona Financial Services LLC, Jeff provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. At the time, Waddell & Reed's focus was on working with families, and even today, no matter how large the client, Jeff still keeps that kind of relationship in mind.
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.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.
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