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Financial Planning

Precision Financial Planning: Building Secure Futures, Empowering Wealth Growth

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Craft your financial future with tailored
planning solutions.

Secure your wealth
and unlock your potential
for financial success.

Financial planning is the compass to your financial journey. Our holistic approach assesses your goals, assets, and aspirations, constructing personalized strategies. From investments to retirement, we navigate the complexities, ensuring your financial security and growth.

Your custom financial plan could include:

  • Strategies for growth and income protection​

  • Education savings strategies

  

  • Retirement goal setting 

  • Retirement account withdrawal strategies  

  • Tax planning & optimization

  • Estate planning

  • Trust services

  • Personal insurance solutions

  • Social Security optimization

  • Cash flow analysis and recommendations

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Planning is empowerment. It's the roadmap to dreams, ensuring financial stability, freedom, and milestones. We're passionate about securing your future.

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Our Core Principles for Financial Planning

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Fiduciary investment advice that

always puts the client first.

A lifelong partnership dedicated to creating and revising your plan to keep up with life & market changes.

A collaborative approach that combines the collective experience of our planners and advisors.

Objective advice from financial planners who work for you, not commissions

Financial Planning should seek to balance maximizing returns,  tax-efficiency and risk alignment.

Planning-aligned partnerships to provide comprehensive resources that address diverse planning needs.

Planning-aligned Partnerships

As a client of Colmina, you'll have access to our carefully curated network of trusted partners. We collaborate with experts – legal, tax, and investment advisors. Together, we curate seamless financial plans, ensuring legal compliance, optimal tax strategies, and diversified investments. Our partnerships guarantee a comprehensive approach to safeguard and amplify your wealth.

Charitable Giving Services

Assure your legacy with charitable

giving strategies that can maximize

philanthropic impact while

offering potential tax benefits.

Insurance Consulting

Commission-free insurance resources for all types of life, disability, health, property & casualty policies.

CPA Services

Comprehensive tax compliance, planning, consulting, bookkeeping, payroll, and optimization strategies.

Mortgage Consulting

Comprehensive service, including pre-approval, rate and structure analysis, refinance, debt consolidation.

Merger & Acquisitions

Due diligence, valuation, negotiation, and transaction structuring to support your merger, acquire, or diversification.

Trust & Will Services

Protect what you've built with a comprehensive review of your current documentation, along with

resources to plan your estate.

Unlock your financial potential. Our comprehensive financial planning services are designed to align with your unique aspirations. We craft strategic plans to optimize wealth, manage risks, and secure your future. 

Partner with us to pave the way for your financial success!

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INTEGRATED WEALTH MANAGEMENT FOR A BETTER LIFE

To help achieve financial well-being, your investments, loans, insurance, planning, retirement, risk management & spending have to work together. Your dedicated financial advisor can coordinate with a team of experts to offer you the advice that can help you achieve new ways to help you create, build, and protect your wealth.

THE VALUE OF MEETING WITH YOUR FINANCIAL PLANNER

At Colmina, we focused on modeling every aspect of your financial picture - assets, liabilities, risk and return.  We work hard to help you reach your goal - with a portfolio of customized planning and investments that sees you and your goals as individual and unique. We believe that helping you achieve your life goals is our highest calling.

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