Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change. Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions. Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time. Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.
Fiduciary Duty: Choose a Fiduciary Advisor
The EP Wealth team in Valencia believes that financial advice should be tailored to each client’s unique situation and goals. A fee was not paid by either the inheritance planning support investment professional or HH to receive the ranking. Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Retirement should be a time of relaxation and fulfillment, not worry. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a busines


She was able to choose exactly which assets to transfer into the trust — those she thought would appreciate the most — and in doing so created more wealth for the trust beneficiaries than she expected, says Galvagna. In addition, a trust can offer valuable protections from potential lawsuits, creditors, divorces, transfer taxes and those who might prey on the wealthy. Adding a trust to your estate plans can help as you look to protect your family’s future — while also allowing you to maintain some control. A Lifetime Asset Protection Trust provides lasting security and long-term control over the destiny of your legacy. They may even gain limited power of appointment – allowing them to decide who inherits remaining assets upon their deat


Planning financially for retirement is much easier for those who start when they are young. We offer many opportunities to meet with our dedicated and experienced Client Services team to learn about the progam. Each saver decides how much to contribute and where this money is invested. With CalSavers, millions of California workers have the opportunity to get on track for their future. Schedule an appointment with a Retirement Administration Service Center (RASC) retirement counselor to explore your retirement options and learn more about the retirement process.
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Virtue Wealth Management is a trusted, fee-only fiduciary financial advisor in Santa Clarita, CA. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind."1 The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets."1 I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team."5 I have 100% confidence that my advisors at EP Wealth have my best interests at the forefront of all decisions made."3 We appreciate the experience, the honesty, and the clear communication..."7
Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances. Imagine how you’ll feel to have a plan to be debt-free someday. Anytime you start something new you get that feeling of doubt that it works for others but not you. In the beginning it might feel bumpy because it’s new but after a little while you’ll get used to it and you’ll enjoy inheritance planning support the process of moving towards your goals.
Fee Structure: Opt for Fee-Based Compensation
That fee comes out of your account so you won’t have to come out of pocket to pay it. We charge a small annual fee to design and manage your investment account for you. This structure removes conflicts of interest and allows us to focus entirely on helping you pursue your financial and life goals with objective advice. And in no time, you’ll be telling others (and maybe even doing some bragging). We would be Yoda helping you (Luke) find your way (to your financial goals). I've been working one-on-one with individuals and families to pursue their most important financial goals since 200


I trust him and value his knowledge and experience. From the very beginning, Erick stood out for his warmth, friendliness, and genuine interest in understanding our unique financial goals. We couldn’t be happier with the experience we’ve had working with Erick as our financial advisor. Remember, there is no better time than the present to plan for the futur