We help you to plan for what is important to you whether it's retirement, educational funding, charitable planning, asset protection strategies or many other life issues. At Moondance investment Advisors, you get a knowledgeable advisor who is your personal point of contact. When you call us, we know your situation and goals. Some other firms might utilize a call center. Is that right for your future?
Services
Our goal is to educate and guide clients by assisting them in taking control of their money through sound advice on eliminating debt, saving for the future and investing wisely. Our premise is that you can gain from the advice and experience of an experienced financial advisor. We can be your coach and advisor in planning your financial path.
You are getting close to retirement but want to make solid informed decisions both before and after retirement. We believe an experienced advisor can assist you in making these very important choices. Company Stock: What do you do with your company stock both inside and outside the qualified plan? Do you take advantage of preferential tax treatment for company stock?.
We've sat numerous times at the kitchen table meeting with clients in a small but nice home. The cars or trucks in the driveway are not flashy. The difference is that these people might have true wealth in large farms & equipment, own or have sold an extremely profitable business or who have saved and invested wisely over the years.
We have worked with a number of substantial famlies to guide and preserve the family wealth over 2,3 and 4 generations of family members. Some members have portfolios worth millions of dollars, some hundreds of thousands and the youngest generations possibly only getting started. They are ALL treated as one family at Moondance Investment Advisors.
Also we have found that there are many 401(k) plans that seem to have been virtually ignored by the advisor once they are in place. Has your current advisor been out to your workplace to meet with your employees or help sign up new employees? Does your CFO / CEO receive regular calls from the advisor to review the plan and update it as needed?
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