Our FINANCIAL PLANNING APPROACH

Many of life’s greatest moments – marriage, children, career advancements, business success, retirement – present different opportunities to evaluate your financial situation. You ask yourself questions like:

Am I positioned right for my portofolio to provide income?

How does this affect my financial goals?

Am I prepared for the both this year and the future?

We are here to help you make deliberate and strategic choices based on your documented financial plan we build together with you.

We project future values, stress test portfolios and review multiple potential scenarios with various Smart Technologies. Watch how this helps us answer your questions...

Making Plans Together with Guidance and Direction

We take a comprehensive, objective-led approach to financial planning. We put together all the areas of focus to create a plan that is built just for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.

 

Your dreams and objectives are uniquely yours alone. We understand that you are an individual with your own commitments and priorities, and that understanding drives everything we do with you and on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning to start a business or plan for your last day of work, we can lay out a path that is designed to lead to your preferred outcome.

 

IF YOU WANT TO KNOW IF YOUR ADVISOR IS WORKING IN YOUR BEST INTEREST, ASK THIS QUESTION:

“Are you a financial advisor who acts as a fiduciary 100% of the time when it comes to my investments and recommendations?”

 

At OverShare Advice and Planning, the answer is “yes,” but believe it or not, we are in the minority. Many financial advisors are brokers; in fact, about 90% of advisors are not required to act as fiduciaries at all times when it comes to providing investment advice and recommendations or suggestions for you.

 

Meet with us. Then you’ll see how our approach is built with purpose.

Additional Wealth Management Services

TAXES, ESTATE PLANNING, AND CHARITABLE GIVING

We can help educate the whole family. We can advise on estate planning, creating a succession plan, and provide guidance on charitable giving to causes you care about, as part of your planning and at no extra cost.

We combine low-cost funds and tax-smart strategies to maximize your tax savings, so you can keep more of your money.

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