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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
However exciting retiring abroad may sound, it deserves considerable planning.
A look inside the U.S. government's statistics on household net worth.
How long does a $20 bill last?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Retirees traveling abroad need to know that their health insurance travels with them.
Lifestyle considerations in creating your retirement portfolio.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.