Fluent Wealth Partners offers fee-only wealth planning services in San Jose, Los Gatos, Saratora, Monte Sereno, Santa Clara and surrounding cities. FWP's integrated planning approach focuses on understanding your desired lifestyle and assisting you in attaining your lifestyle goals.
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Fluent Wealth Partners - Wealth Planning in San Jose, Los Gatos, Saratoga, Monte Sereno, Santa Clara - And Surrounding Cities | fluentwealth.com Reviews
https://fluentwealth.com
Fluent Wealth Partners offers fee-only wealth planning services in San Jose, Los Gatos, Saratora, Monte Sereno, Santa Clara and surrounding cities. FWP's integrated planning approach focuses on understanding your desired lifestyle and assisting you in attaining your lifestyle goals.
fluentwealth.com
Tax Planning
http://www.fluentwealth.com/services/tax-planning.html
Tax planning is an integral part of a complete approach to your finances. While your CPA will typically take the lead in this arena, there are quite a few planning strategies used to minimize taxes. Fluent will work with your accountant to implement those strategies that make the biggest impact to your financial well being. For more information please contact us. Fluent Wealth Partners, LLC. 1530 The Alameda #115. San Jose, CA 95126. Fluent Wealth Partners, LLC. 1530 The Alameda #115. San Jose, CA 95126.
College Education
http://www.fluentwealth.com/services/college-education.html
Saving for college is one of the most impactful things you can do for a child. The power of a good education is well documented. And while over 80% of college students receive some form of financial aid, college is still a very expensive (and getting more expensive) proposition. In addition to tuition costs there are room and board, books, and discretionary spending to consider. To set up an appointment, please contact us. Fluent Wealth Partners, LLC. 1530 The Alameda #115. San Jose, CA 95126.
Estate Planning
http://www.fluentwealth.com/services/estate-planning.html
Estate planning is the process of minimizing taxes and maximizing the value of your estate at death. At Fluent we can help you navigate through the complex world of estate planning. We can provide you with an attorney referral, if you do not already have an attorney, and then work together to get your plan in place. To set up an appointment, please contact us. Fluent Wealth Partners, LLC. 1530 The Alameda #115. San Jose, CA 95126. Fluent Wealth Partners, LLC. 1530 The Alameda #115. San Jose, CA 95126.
Business Sale
http://www.fluentwealth.com/case-studies/business-sale.html
Case Study: Business Sale. At the bequest of their attorney John and Mary contacted Fluent. At first, they didn’t know why they should be contacting us; shouldn’t they worry about investing once they get the money? Also, the process of selling and running a business at the same time is consuming, can’t financial planning wait until the process is finished? Because they have income from the building and equipment flowing back into their company, John and Mary kept the corporate structure in place. The...
Insurance Planning
http://www.fluentwealth.com/services/insurance-planning.html
In planning circles insurance is also known as risk management. It is an apt descriptor as the purpose of insurance is to reduce the impact of a catastrophic event. As fee-only planners we do not make commissions or receive any benefit from recommending insurance. Nonetheless, insurance is an important aspect of proper financial management and Fluent is here to help. Some people need life insurance, but how much and what type? Do you need to buy insurance to cover estate taxes at death? All these questio...
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Fluent Wealth Partners - Wealth Planning in San Jose, Los Gatos, Saratoga, Monte Sereno, Santa Clara - And Surrounding Cities
Making steady progress toward well-defined goals has long been a cornerstone to achieving success. At FWP, we build relationships with our clients and help them to reach higher, achieve more, and sustain the quality of lifestyle they truly desire. Create The Lifestyle You've Always Wanted. Imagine the ideal lifestyle for you and your family. Are you living it now? Will you achieve it tomorrow, next year, in ten years? FEE ONLY SERVICES - no commissions, no hidden costs. Learn more about our approach.
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About - [Ə'baΩt]. We are a UK based software technology and digital design consultancy. We provide a full range of technical and creative solutions helping some of the UK's largest companies and promising start-ups realise their potential. The creative team ensures everything our technical team produces looks great and is also perfectly intuitive to use. Our digital creative design capabilities include: logo development and company branding, website and email template design. Contact - [käntakt]. Please ...
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