Plans for Individuals and Families

Our process of financial planning is personalized and seeks to satisfy the goals of each client.

Whether its parents seeking to provide for their children's college education, professionals and retirees who want to properly insure their most important assets or families scouting on how to establish their legacy through Philanthropic donations, with CONSULTIVA you will find adequate solutions every day.

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Planning for Retirement

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Family Legacy

Planning for Retirement

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At CONSULTIVA, we help our clients understand the impact of time, inflation and taxes on the quality of their lives, and ponder the cost of their life styles, so that they are able to build estates that will support them during their retirement years, and can successfully extend throughout and beyond their lifetimes.

Family Legacy

At CONSULTIVA we develop investment strategies to meet the financial objectives of the family in accordance to their legacy.

Because we recognize that transfering wealth to the next generation to look over your loved ones is such an important matter, we offer asset protection planning.

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Asset protection is needed by different types of professionals who are exposed to litigation risks. Insurance policies are the traditional tools employed to deal with these hazards, but coverage can often be insufficient or very expensive, making personal and family financial loss a real risk.

Asset protection planning offers a more comprehensive solution, as it involves reviewing assets, risks, and financial goals to create a suitable barrier between claimants and the professionals’ assets.

A customized, thoughtfully designed Asset Protection Strategy can be part of the solution for addressing this risk. A properly established plan performs three primary functions: lawsuit deterrence, settlement negotiation leverage, and placing assets beyond the reach of legal opponents.

If you have questions, schedule an appointment to learn more about our services.