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.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A special needs trust helps care for a special needs child when you’re gone.