Amara Financial, LLC is a privately held high-touch boutique Registered Investment Advisory firm held to a fiduciary standard, the highest standard of care. We are highly experienced, tenured and accessible financial planning professionals.
From retirement income to investment management, to insurance and estate planning, we’ll guide you through the complexities of personal finance.
Comprehensive Financial Planning
Before we start analyzing your data, we begin by understanding your ambitions and goals and preferences. Then, we begin to build the roadmap and seek out the financial strategies that are most beneficial to you. Our thorough understanding of your overall financial picture and easy to understand explanations is what allows you to feel confident with where you are at and where you are heading.
We provide guidance in all aspects of your financial situation such as:
Maximizing your cash flow and net worth
Insurance assessment
Investment management
Strategic tax planning
Estate planning review
Employee benefits, compensation and equity analysis
Social security/Medicare planning
Additionally, on your behalf we consult and/or work in conjunction with trusted affiliates, which include CPAs, attorneys, real estate agents, insurance specialist and lending professionals.
Lastly, financial planning is an ongoing, dynamic process. As your life changes, or as the financial or legal landscape changes, so too do our planning strategies in order to meet your current financial situation.
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We consult and/or work in conjunction with trusted affiliates, which include CPAs, attorneys, real estate agents, insurance specialist and lending professionals.
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Investment Property
Umbrella
Auto
Housing / Earthquake
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Group / Cobra
Medicare
Affordable Health Care
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Holistic Investment Management
True to our goal-based planning approach, we create a strategy to match your desired outcome. We focus on liquidity, flexibility, and minimizing taxable consequences.
We have an open architecture for our investment selection which means we have no proprietary products. This allows us to provide independent, unbiased, objective investment selections.
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The purpose of this Statement is to provide written documentation of expectations regarding the investment of the your portfolio, and to establish mutually agreed upon criteria and benchmarks for the ongoing evaluation of performance results and policy compliance. It is intended as a guideline for ongoing investment activity, and does not supersede any of the terms and conditions of the existing Investment Advisory Agreement.
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Holdings
Risk Profile
Net Additions / Withdrawals
Forescasting
Cost
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Compensation
for our comprehensive planning advice
of the assets that we manage.
This model allows us to be objective and act in your best interest, while also allowing us the time to dive deep into understanding you, your goals, your data, and to formulate the roadmap and the implementations strategies to maximize your financial and investment plan.
Who we serve
More specifically, we focus on three primary areas:
Whether you are just about to be in a committed relationship or about to have children, we love being part of this stage as there so many options that can help lay the foundation to a great life.
For several of our clients, this has been a life-changing benefit. We love the complexity, flexibility, and various planning solutions that can be applied, as well as working with tax and estate professionals to ensure your equity is maximized.
It can feel daunting and there are irrevocable choices, but again, a very exciting time where each person’s vision is different and we love to figure out the path that works best for you.