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Financial Planning for Financial Pros

Comprehensive Financial Planning Services for Your Clients

Financial planning is the foundation of every client relationship. Every financial decision your client makes has a tax consequence. Are you failing to consider one of their largest expenses by only focusing on pre-tax returns? Ƶapp excels by managing your clients’ investments with a focus on after-tax outcomes. Our unique approach is called Tax-Intelligent Investing, and it can have a substantial impact on after-tax returns over time versus a non-tax approach.

Our Tax-Focused Investment Strategies

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why our Financial Professionals utilize The Ƶapp-Intelligent Planning Concepts to help give your clients a unique advantage in their planning, and to help you maximize their financial potential by allowing them to keep more of what they earn.

planning concepts

The Ƶapp-Intelligent Planning Concepts

Tax-Focused Investment Strategies

  • Having an investment strategy that meets your clients’ financial goals and minimizes their tax liability is going to be paramount to their overall financial plan.

Retirement Planning & Withdrawal Strategies

  • Identifying retirement needs early on to address and plan as part of your future spending strategy.

Family Risk Management

  • Mitigating risks to your client’s plan so their family is prepared if catastrophe strikes.

Business Planning

  • Planning for business contingencies to succeed financially.

Legacy Planning

  • Ensuring your client’s wishes, values and priorities are upheld throughout their life.

Education Planning

  • Know your client’s educational options for their children and grandchildren and see how options can affect cash flow, debt management, and estate tax planning.

Cash Flow Management

  • How much is being saved versus how much is spent? Get a clear picture of monthly inflows and outflows to understand the entire story.
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Your true financial planning partner

Ready to learn more about the Ƶapp advantage? Let us demonstrate how we can help change your life and your practice for the better with a wealth management approach you can feel confident in, a community of like-minded professionals to help you reach your goals and the technology you need to identify strategies and save time — all for a lower cost than many competitors.

Looking to grow your business as part of a supportive community?

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Ƶapp financial professional.

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