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Ali Hashemian is a CERTIFIED FINANCIAL PLANNER professional and the bestselling author of Overtaxed: Six Powerful Tax-Free Investment Strategies. The book became a bestseller in less than 24 hours due to its simple, easy-to-understand framework to creating a tax-free investment plan. Ali works with individuals, families, and corporations in developing a holistic financial plan encompassing investments, taxes, insurance, retirement, and legal/estate planning. He has been featured a subject matter expert on most major media outlets such as CNN, FOX, ABC, Forbes, and many more.
Tax planning covers several considerations. Considerations include timing of income, size, and timing of purchases, and planning for other expenditures. Also, the selection of investments and types of retirement plans must complement the tax filing status and deductions to create the best possible outcome.
In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices such as how to spend time in retirement. A holistic approach to retirement planning considers all these areas.
Insurance planning is a critical component of a comprehensive financial plan. Insurance is used to hedge against the risk of financial losses, both big and small, due to unexpected events. Proper risk management and insurance planning are necessary to achieve desired financial success and protecting wealth.
Estate planning involves planning for how an individual’s assets will be preserved and distributed after death. Individuals have various reasons for planning an estate, such as preserving wealth, providing for their family, funding children and/or grandchildren’s education, or leaving their legacy behind to charity.
We take our responsibility to our clients personally, treating each and every portfolio as if it were our own. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to our “Concierge Experience”.
Contacting clients with the information they need before they know they need it.
Utilizing the most advanced analysis, storage, and data aggregation software.
Providing clients with celebrity-like treatment and concierge financial services.
OVERTAXED Six Powerful Tax-Free Investment Strategies —and How to Use Them to Lower Taxes is now a bestseller. Get your FREE COPY with your complimentary consultation.