Elevate Your Financial Perspective
Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting and management. Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.
5-Point Financial Planning:
· Cash Flow
· Risk Management
Our process includes:
· Ongoing investment management and consulting.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
However exciting retiring abroad may sound, it deserves considerable planning.
When to start? Should I continue to work? How can I maximize my benefit?
For many, retirement includes contributing their time and talents to an organization in need.
There are ways to improve your physical fitness without denting your fiscal fitness.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.