Lifetime Investing with Quality Advice Dedicated to You.
We have a comprehensive approach that strives to give you the tools and resources to navigate any financial challenge.
It is our hope to be your families financial guide for life.
Q: How does a portfolio get built for me?
Through LIQD Investments’ personal, engaging process, we’ll help you identify your personal values and objectives that affect planning for all of life’s stages. We utilize state-of-the-art analysis tools and have world-class research on the global markets at our disposal which ensures our recommendations and strategies are timely, accurate, and best suited for each client's unique situation. You will get a clear action plan designed to meet your goals that is tracked, discussed routinely, and adjusted as needed to provide not only for you and your family now, but hopefully- many generations to come.
A: We’re Glad You Asked. It’s a process.
listen
Everyone begins with a complimentary consult. We start with a discussion between parties to determine what services are needed. We’ll listen as you share your unique situation. This consultation is about getting to know each other. Are we right for you? Are you right for us? Our relationships are important & we want you to feel comfortable & cared for; no pressure or obligation.
Explore
If we decide to move forward & establish a relationship, we gather all your information. We will jointly review all of your current financial accounts and ask you a series of in-depth questions to determine your relationships with family, friends, and money. It’s important to understand your biases, emotions, and habits with money so an appropriate plan can be made.
Monitor
Once we discover what is most important to you, we’ll determine the best steps to get you there; setting goals and tracking them all. We’ll engage with you regularly for revies & as life transitions, we’ll help you adjust along the way. With your permission, we’ll work with your CPA, Legal Counsel, Loan and/or Mortgage Officer to make sure we’re all in sync with your best interest in mind.
RightCapital's innovative financial planning solution equals more planning in less time for our clients.
Making holistic financial decisions in an age where so much is changing daily can be difficult. Decisions are often made in a silo, instead of with all the available information. Combining all of your financial data in one place is the starting point for higher-quality financial decisions. RightCapital’s Client Portal is easy to use, informative, and secure.
At no additional cost (to our clients), we provide RightCapital as our comprehensive financial planning software.
BENEFITS & FEATURES
Interactive Retirement Planning
Using interactive tools, we can compare multiple scenarios, illustrate stress tests and more to help you better understand how prepared you are for retirement.
Innovative Tax Efficient Distribution Strategies
We can illustrate the benefit of a smart tax strategy utilizing optimal withdrawal strategies including Roth conversions.
Social Security Optimization
See the impact of deciding on when to start receiving Social Security benefits and the optimal solution that can maximize your Social Security income.
Budgeting
Provides tools to manage your budget, track spending in various categories and manage expectations with future spending.
Student Loan Repayments
Are you, or your children, struggling with student loan debt? Use our unique student loan module to illustrate different scenarios to reduce payments.
Medicare Planning
For clients approaching age 65, do you know what the options are for enrolling in Medicare? Let’s review the options and assist you with the sign-up process.
Estate Planning
Depicts the flow of assets at the end of life, including any possible estate tax ramifications.
Document Vault
A secure document repository to save all of your proprietary documents (Trust, Will, Tax Documents, etc.) so your family could handle all the details of your estate easily and online.
