Your Success Is Our Success.
Longview Financial Advisors offers fee-only comprehensive financial planning using a disciplined planning process that assists you, our client, in achieving your financial goals. Our services include:
- Retirement Planning — When will I be able to retire? more
- Estate Planning — Will my family be financially secure when I die? How much will they have to pay in taxes and fees before they receive their inheritance? more
- Education Planning — How much money should I put aside to fund my child’s education? more
- Wealth Management — Is my portfolio appropriate to meet my long term goals? Do I have the right mix of assets? more
- Insurance Review — Do I have the right kind of insurance? Do I have enough? more
- Cash Flow Review — What are the sources of my income and how do I spend or invest it? more
- Tax Planning — Am I taking advantage of all of the deductions to which I am entitled? What types of investments should be in my various accounts? Does a Roth conversion make sense for me? more
- Small Business/Executive Financial Planning — Am I offering the best retirement plan for my family and for my employees? How should I negotiate my executive compensation? When should I exercise my stock options? more
If you have questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 256-534-1196 (Huntsville) or 256-547-7237 (Gadsden).
