Semper Fi Property Management
Semper Fi Property Management – Based on your needs and prices, we help you design your financial future. We work with our clients by providing them with the tools they need to succeed.
We specialize in comprehensive asset management along with retirement income and tax plans for clients seeking financial freedom and security.
Semper Fi Property Management
Who we are: A cohesive team of financial planners, investment managers and support staff with a dedicated customer base. Matching collaborative conversations and feasible solutions.
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As a confident person, we can make recommendations that serve your best interests. There are many technical languages in the industry and we want to make sure that the solutions we create are easy to understand so you can apply our insights throughout your daily financial life.
Investment Management Achieve your short-term and long-term goals with an investment portfolio tailored to your risk profile and revenue requirements.
You are in the middle of your career, just starting a family and have wealth everywhere that needs some organization.
Company benefits, financial plans, retirement plans, brokerage accounts, insurance, real estate plans and more. We will help you organize and prepare your hands around the situation. Then work from the bottom of the list eliminating issues that aren’t worth the fight.
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You have recently started your own business and want to make sure you are ahead of any future tax debt.
Feel confident when the filing season arrives. The strategic tax planning method will keep your numbers in order so that no details fall on the cracks.
Our knowledge and understanding of the stock market and its options enables us to create custom portfolios tailored to you. Through continuous collaboration and monitoring, our team can find new ways for you to invest your assets and achieve your goals.
Set your short-term and long-term goals. As these objectives change, we will strategically adjust our approach to the current market situation so you continue to generate returns.
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Determine your best risk tolerance. We will outline the amount of risk needed for you to achieve your goals.
Organize a portfolio structure that is right for you. After outlining your goals, we will develop a strategy that aligns with your cash flow goals and needs.
Whether you are 5 years or 50 years away from retirement, we will guide you through the necessary steps to get enough wealth and income for your lifestyle. After assessing your current financial situation, we will identify the most useful sources of income and opportunities for you as you prepare for your life from a previous job.
Identifying potential sources of income and ways you can continue to contribute to your nest eggs while still ensuring basic needs. Examine our investment strategies and ensure that you are investing your assets in the portfolio that best suits your goals.
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You do not have the option to pay taxes, but you can avoid making the mistake of paying more than they should. While it is hard to imagine someone intentionally paying too much tax, the IRS estimates that more than a billion dollars are overpaid in taxes each year.
How much of that money is yours? Do you not want to see those funds in your bank account or set aside for your retirement or other financial goals?
Do you want to reduce your tax burden and increase your wealth? We can help! We provide a personal income tax plan and will determine the tax savings method that applies to your situation. We work with you throughout the year, not just the time to prepare for your return. You can save on taxes by:
While every conversation is different, you should expect to cover some general information and gain an understanding of what it like to collaborate with us.
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To help prepare for this meeting, you should have a basic idea of your current image and financial goals. What is happening now? Do you have immediate concerns? What do you hope to achieve in the coming years and beyond?
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