Services (Individuals)

Financial Coaching

Investing can be emotional when markets are volatile. Agenda-driven news outlets and political statements can get our heart rates moving faster than our logic, but with our team, you’ll find rationality wins the day. When others panic, we’ll stay the course as we keep our eye on reaching your long-term goals.

As part of our emphasis on behavioral coaching, we work closely with clients to help them avoid the knee-jerk, emotionally-driven reactions that dominate media headlines. Together, we will help you cultivate qualities of patience and focus during periods of market volatility, serving as your personal guide through all economic chapters. Rather than coach you from afar, we’ll walk beside you every step of the way.

Wealth Management

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With our independence we have the ability to continuously seek the best tools. We utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

At Transparent Wealth Consulting LLC, we believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation. As markets shift and your personal needs change, our customized strategies are built to evolve. To protect and maximize your wealth, we employ alternative investment strategies that complement your foundation of core stock and bond portfolios.


Tax Strategies

You worked hard to get here, and your financial plan must be equally responsive in protecting what you’ve built. For clients in both the individual and corporate world, our tax-sensitive approach helps maximize income (both before and after-tax), protect assets against taxes and inflation, identify tax deferral and avoidance strategies, and more.

Just as you diversify your assets among cash, stock, bonds, alternative investments, and real estate, our advisors also believe in diversifying your assets from a tax perspective. By incorporating such diversification with careful generational planning, pension plans, deferred compensation plans, and precise investment strategies, our strategies empower you to respond to changes in tax codes and protect your retirement money irrespective of these changes.


Estate Planning

At Transparent Wealth Consulting LLC, we believe the ultimate aim of estate planning is to develop a heritage of excellence for generations to come; one that not only passes on your assets but ensures the preservation of your most cherished values and wishes. To that end, we provide a complete spectrum of estate plans, from the more fundamental solutions to the most advanced and comprehensive strategies on the market.

Estate planning requires you to make decisions that have long-term consequences for your family members and loved ones. We pride ourselves on our ability to work with clients and their legal professionals in a seamless and effective manner. However complex your plan may be, we will partner with your estate attorney to secure your own life, the well-being of your family and loves ones, the business you have built, and the causes you value most.


Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that satisfies your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.

Since our inception, we have helped clients effortlessly transition from the working world into retirement. Through our state of the art planning software, we help clients navigate their retirement journey with confidence. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.


Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. At Transparent Wealth Consulting LLC, we manage risk from a personal and a business perspective. We will perform a comprehensive review of your insurance needs to protect against potentially catastrophic risks.

By executing full audits of your existing insurance portfolio, we will ensure you have the proper coverage and asset protection structures in place. We work closely with you to provide an independent and objective evaluation of your risk management program.

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