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SPARK FINANCIALS
  • Home
  • Danielle Miura
  • Service & Pricing
  • FAQ
  • Free Meeting

Retirement Planning

Family Financial Advisor

Family Financial Advisor

A personalized retirement plan created by a CFP® 


No meeting limit

Service ends when a retirement plan is presented and an action plan is provided.

$4,000

Family Financial Advisor

Family Financial Advisor

Family Financial Advisor

One-hour meeting per month with a CFP®


Meetings can be used to develop your retirement plan or track your progress and advice on an existing retirement plan.

$400/month

Retirement Planning Topics

Cash Flow

Tax Strategy

Tax Strategy

Cash flow analysis is a financial assessment that tracks the movement of cash into and out of your accounts over a specific period. This report will show the strength of your finances and future outlook.

Tax Strategy

Tax Strategy

Tax Strategy

Getting the most out of your retirement means paying attention to your taxes. Retirement distributions, utilizing HSAs, donating to charity, and tax loss harvesting all affect your tax bill. We will strategize to ensure you are paying minimal tax liability.

Investing

Tax Strategy

Investing

An investment portfolio balances return and risk is crucial to your financial success. We will create a personalized portfolio that suits your risk tolerance and targeted goals.

Insurance

Social Security

Investing

Insurance is a great way to cover sudden high-cost expenses. Each type of insurance has a wide variety of products. We will advise you on selecting necessary products that balance cost and coverage.

Major Decisions

Social Security

Social Security

Each major life decision will affect your finances. We will guide you through decision-making to help you reduce or avoid adverse impacts.

Social Security

Social Security

Social Security

Social Security planning involves developing strategies to optimize one's social security benefits, considering spousal and survivor benefits, coordinating social security with other retirement income sources, and understanding the implications of early or delayed claiming.

Estate Planning

Estate Planning

Estate Planning

Estate planning is the process of arranging and managing one's assets, properties, and financial affairs to ensure an efficient distribution after death. We will educate you on wills, trusts, and various estate tax strategies.

And More...

Estate Planning

Estate Planning




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