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Why Choose OverShare Advice and Planning

We are excited to share more about our process for delivering a Financial Planning that we believe improves the experience for you.

Financial Planning requires both technical knowledge to get the details right and emotional intelligence to ensure the details are right for you.

You will enjoy working with us!  We utilize smart technologies to allow for financial planning projections that are meaningful and thourogh, encrypted file sharing to pass along documents and account statements to keep you safe, along with industry-leading portoflio analytics to analyze your current portofolio and develop the new strategies that match your financial planning objectives.

Explore Areas of Focus

Your previous experience with a Financial Advisor should not be on repeat for Us. Too often Financial Planning is only focused on Investment Planning. Below are the areas of focus we can work together with you...

Cash Flow and Saving

Saving or Spending? We make it easy to adjust and get it right..

Risk Management

Insurance and Protection - Life, Disability, Long-Term Care and more.

Investment Planning

Building accurate asset allocations and cost-conscious portfolios that are tax-aware..

Tax Planning Strategies

Potential to lower your tax bill with individualized techniques and strategies.

Financial Independence

Some retire and others start something new. It's your choice and we can help you decide.

Estate Planning

Wills, Trusts, Power of Attorney, Health Care Directive to begin.

Organization

Let's get your financial life in order to clear your mind.

Debt Management

Credit cards, School Loans and Mortgages.

Education Planning

Preparing for costs and expenses; school loans both old and new.

Packages and Services:

Why Choose OverShare Advice and Planning

We are excited to share more about our process for delivering a Financial Planning that we believe improves the experience for you.

Financial Planning requires both technical knowledge to get the details right and emotional intelligence to ensure the details are right for you.

You will enjoy working with us!  We utilize smart technologies to allow for financial planning projections that are meaningful and thourogh, encrypted file sharing to pass along documents and account statements to keep you safe, along with industry-leading portoflio analytics to analyze your current portofolio and develop the new strategies that match your financial planning objectives.

More Details

Copyright © 2020 OverShare Advice and Planning, LLC All rights reserved. This content cannot be copied without express written consent of OverShare Advice and Planning, LLC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.