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Services

How We Can Help You

How We Can Help You

At Moshides Financial Group, our primary goal is to equip you with the proper advice and guidance necessary to navigate the complexities of your financial journey. While we are proud to consider partnering with those who feel they can benefit from our guidance, our services are best suited for individuals who value relationships and appreciate a proven goal-driven planning process. Our clients typically possess a delegator mindset, entrusting us with their financial matters, while maintaining the courage to make bold decisions. With our comprehensive range of services, we are committed to helping you achieve your financial freedom goals and helping provide you with the peace of mind you desire.

Insurance Planning

Insurance Planning

Insurance serves as a safety net, providing financial security for you and your loved ones during unforeseen circumstances. However, navigating the complex world of insurance can be overwhelming, with numerous policies and coverage options available. By working with our experienced financial advisors, you can benefit from our in-depth knowledge of the insurance landscape, ensuring that you have the right coverage tailored to your specific needs. We conduct a thorough analysis of your unique circumstances, assess potential risks, and recommend appropriate insurance solutions to safeguard your assets, income, and loved ones. We also guide you through the process, explaining policy terms, coverage limits, and potential exclusions, so you can make informed decisions.

Investment Management

Investing can be a complex and ever-changing landscape, filled with various asset classes, market fluctuations, and economic trends. We conduct research, analyze market trends, and identify investment opportunities to help grow your wealth and preserve capital. We will also continuously monitor your portfolio, making necessary adjustments to ensure it remains in line with your objectives and adapts to changing market conditions. With our guidance, you can confidently navigate the complexities of investing, knowing that your investment management is in the hands of a valued resource.

Our Investment Advisory Process is created specifically for clients to take advantage of the investment management services we provide. Our investment strategies are based on our belief in the following five principles:

  • The concept of asset allocation
  • Multiple manager platform
  • Disciplined security and sector analysis
  • Use of a wide range of investments including no load and load waived funds, ETF’s and individual securities
  • Continuous monitoring, rebalancing, and tactical response to changing market conditions
Estate Planning

Estate Planning

Estate planning encompasses much more than just creating a will; it involves a strategic approach to protect your assets, minimize taxes, and provide for your family's financial well-being. We can explore a wide range of estate planning strategies with you, such as trusts, beneficiary designations, and charitable giving. With this information, we can develop a customized estate plan that reflects your wishes and help maximizes the benefits for your loved ones. We also collaborate with legal professionals to help ensure that your estate plan is properly structured and legally sound.

Business Owner Guidance

As your valued financial professional, we understand the unique challenges and opportunities that come with being a business owner. Managing a business involves not only day-to-day operations but also strategic decision-making that can impact your financial future. When you collaborate with us, you gain access to our deep understanding of the financial aspects of running a business. We can help you navigate complex issues such as cash flow management, tax planning, risk management, and succession planning. We will analyze your financial statements, identify areas for improvement, and provide guidance to optimize your business's financial performance. Our team is here to provide ongoing guidance and support as your business evolves, helping you achieve your vision and secure a prosperous future.

Over the decades, we have carefully designed and established a process unique to our business owner guidance services. We call this process “The Business of Wealth”.

Employee Benefits

Employee Benefits

We recognize the significant role that employee benefits play in attracting and retaining top talent, as well as promoting the financial well-being of your employees. We will proudly utilize our in-depth knowledge of employee benefits programs and our ability to design and implement comprehensive benefit packages tailored to your organization's needs. We also analyze your workforce demographics, budgetary constraints, and industry benchmarks to develop a benefits strategy that aligns with your goals. From there, we will navigate the intricacies of health insurance, retirement plans, disability coverage, and other benefits, ensuring compliance with relevant laws and regulations. Our experienced professionals also provide ongoing support, assisting with enrollment, educating employees about their benefits, and addressing any questions or concerns that may arise.

Qualified Retirement Plans

Qualified Retirement Plans

By working with an experienced financial advisor, you gain access to our in-depth knowledge of retirement plan options, such as 401(k) plans, SEP IRAs, or SIMPLE IRAs. We guide you through the process of selecting and implementing the most suitable plan for your organization, taking into account factors such as employee demographics, contribution limits, and tax advantages. We also assist with plan design, participant education, investment selection, and ongoing plan administration. With our help, you can offer your employees a valuable retirement benefit that helps them save for the future while also attracting and retaining top talent.

Take the first step towards financial freedom. Contact us to schedule a consultation and discover how our proven goal-driven planning process can benefit you and your company.