Firm Overview
- Home /
- Firm Overview
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.
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.
Copyright © 2021 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. OverShareAdvice and Planning, LLC is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OverShare Advice and Planning, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of OverShare Advice and Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.