Financial Planning

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Your Home for Financial Independence Solutions

We strive to make informed decisions about your wealth, ensuring you live the life you envision and leave a meaningful legacy for your loved ones. Our team of financial professionals is here to assist you in creating a personalized financial independence plan aligned with your goals. Here’s how we work with you:

We listen to understand your values, helping you discover your dreams and clarify your goals.
We analyze your current situation and compare it with where you want to be, creating a clear roadmap to guide you.
We review your existing investments and provide recommendations.
We continuously monitor your progress and make adjustments to keep you on track.

What is Financial Planning?

Financial planning is the process of assessing resources, setting objectives, estimating future financial needs, and creating a plan to achieve financial goals. Effective financial planning considers an individual’s entire financial life, including income, expenses, investments, insurance, taxes, and retirement planning. Financial planning can help individuals prioritize their financial goals, allocate resources efficiently, and make informed decisions to live the financial future they desire.

Understanding the Different Aspects of Financial Planning

Financial planning is not a one-size-fits-all approach; it can be tailored to different life stages, needs, and objectives. Some common aspects of financial planning include:

  • Retirement planning, which focuses on building savings and investments to sustain a desired lifestyle after retirement.
  • Education planning, which involves setting aside funds for children's education expenses.

  • Estate planning, which ensures the efficient transfer of assets to heirs and minimizes tax implications.

  • Risk management planning, which involves assessing and mitigating financial risks through insurance and other strategies.

Each part of a financial plan serves a specific purpose and can be personalized to align with individual financial circumstances and aspirations. By understanding what they can plan for and why, individuals can make informed decisions to achieve their long-term financial goals.

Our Holistic Solutions

Financial strategies built for generational longevity, from preservation and beyond.

Personalized Financial Planning

Intelligent Investment Management

Preservation and Legacy Planning

Intelligent Investment Management

We specialize in crafting a personalized portfolio tailored to your goals. Your Sphinx financial advisor will collaborate closely with you to:

Assess your risk tolerance and tailor a plan that aligns with your preferences as you pursue your goals.
Offer continuous management of your portfolio, including regular reviews and adjustments to accommodate evolving goals, with periodic rebalancing as required.
Implement proven strategies and incorporate high-net-worth approaches as needed, such as tax-loss harvesting.

Comprehensive Preservation And Legacy Planning

In addition to wealth generation and management, your Sphinx financial advisor collaborates with your legal and tax advisors to safeguard and preserve your wealth. Preservation and legacy planning strategies encompass:

Risk mitigation and insurance strategizing
Strategic asset management
Philanthropic contributions and charitable initiatives
Estate, succession, and tax strategizing

Personalized Financial Planning

We’ll help you form personalized, comprehensive plans and strategies for every occasion and life stage. Through our personalized wealth management services, we aim to help you grow, preserve and protect your wealth, so you can live the life you imagine, both for today and tomorrow.

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© 2024 Sphinx Investments LLC. All Content. All Rights Reserved.
Investment advisory services offered through Sphinx Investments, LLC (“Sphinx”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the principals of Sphinx providing such comments, and should not be regarded as a description of advisory services provided by Sphinx. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Personal investment advice can only be rendered after the engagement of Sphinx for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sphinx manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Any statistical data or information obtained from or prepared by third party sources that Sphinx deems reliable but in no way does Sphinx guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Sphinx and its advisors are properly licensed or exempted.

For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #327836 or SEC #801-128648

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