Business Details
We specialize in providing personalized all-aspect financial planning to military service members and small business owners. Our team has decades of experience in leading complex organizations and mastering financial systems. We help our clients integrate their pension, SBP, and VA benefits into a wealth strategy. Our expertise in military and small business finance enables us to provide customized advice centered on Estate Planning, Proactive Tax Planning, Risk Management, Cash Flow, and Investment Management. We apply the same rigorous, mission-focused logic used to lead complex organizations to our clients' personal finances. Our goal is to build long-lasting relationships with our clients, providing personalized service and attention. We have worked with clients based all over the world, and we are adept at virtual service. Our team understands the grit required to scale a company, and we specialize in helping entrepreneurs leverage unique wealth-building opportunities. We provide a clear, executable roadmap for our clients, whether they are navigating a military transition or scaling a consultancy.
Our advice is completely objective and focused solely on our clients' growth. We integrate tax-bucket optimization, risk mitigation, and succession planning into a single, unified architecture that protects our clients' wealth across every stage of their career. Our team is committed to providing the highest level of service and expertise to our clients. We are a fee-only financial planning firm, and our only source of compensation is the fee our clients pay us. This ensures our advice is completely objective and focused solely on our clients' growth. We are not beholden to a Wall Street bank or a corporate parent company, giving us the freedom to select the best tools, technology, and strategies available in the marketplace to serve our clients' specific needs. Our team is led by Christopher Flis, a Certified Financial Planner with over two decades of experience in the Navy. We are dedicated to providing the highest level of service and expertise to our clients, and we are committed to helping them achieve their financial goals.
Our advice is completely objective and focused solely on our clients' growth. We integrate tax-bucket optimization, risk mitigation, and succession planning into a single, unified architecture that protects our clients' wealth across every stage of their career. Our team is committed to providing the highest level of service and expertise to our clients. We are a fee-only financial planning firm, and our only source of compensation is the fee our clients pay us. This ensures our advice is completely objective and focused solely on our clients' growth. We are not beholden to a Wall Street bank or a corporate parent company, giving us the freedom to select the best tools, technology, and strategies available in the marketplace to serve our clients' specific needs. Our team is led by Christopher Flis, a Certified Financial Planner with over two decades of experience in the Navy. We are dedicated to providing the highest level of service and expertise to our clients, and we are committed to helping them achieve their financial goals.
Highlights and features
- We offer fee-only financial planning services
- We specialize in military and small business finance
- We provide personalized all-aspect financial advice
- We have decades of experience in leading complex organizations
- We are committed to providing objective and unbiased advice
Services
Estate Planning
We provide customized Estate Planning services to help our clients protect their assets and ensure a smooth transfer of wealth. Our services include wills, trusts, and powers of attorney. We work closely with our clients to understand their unique needs and goals, and we provide personalized advice to help them achieve their objectives.
Proactive Tax Planning
We specialize in Proactive Tax Planning to help our clients minimize their tax liability and maximize their wealth. Our services include tax strategy development, tax return preparation, and tax planning for small businesses. We stay up-to-date on the latest tax laws and regulations, and we provide personalized advice to help our clients navigate the complex tax landscape.
Risk Management
We provide Risk Management services to help our clients protect their assets and minimize their risk exposure. Our services include insurance planning, risk assessment, and risk mitigation strategies. We work closely with our clients to understand their unique needs and goals, and we provide personalized advice to help them achieve their objectives.
Cash Flow Management
We specialize in Cash Flow Management to help our clients manage their finances effectively and achieve their financial goals. Our services include budgeting, cash flow forecasting, and cash flow management strategies. We provide personalized advice to help our clients understand their cash flow and make informed decisions about their finances.
Investment Management
We provide Investment Management services to help our clients grow their wealth and achieve their long-term financial goals. Our services include investment strategy development, portfolio management, and investment monitoring. We stay up-to-date on the latest investment trends and regulations, and we provide personalized advice to help our clients make informed decisions about their investments.
