Individuals & Families

Empower Your Vision. Secure Your Legacy

Financial Planning

Cash-Flow Analysis
Net Worth Review
Risk Management (investment portfolio, morbidity, and mortality risk)
Debt Management
Life Goals (i.e. travel, large purchases, emergency savings, retirement, etc.)

Retirement Solutions

Individuals

Traditional IRA, Roth IRA, SEP & Simple IRA strategies
Roth Conversion Strategies
Forecasting (retirement savings, retirement spending, and RMDs)
Benefit & Compensation Election
Tax Implication Strategies

Businesses & Companies

Buy/sell funding
Succession planning
Retirement plan consulting /401(k) (co-fiduciary and financial wellness)
Key employee insurance
Employee deferred compensation guidance

Tax Efficient Investing and Legacy Strategies

Guidance on distribution election, stock options, restricted stock and deferred compensation
Roth conversion
Tax-loss harvesting
Qualified charitable giving
Tax deferred growth and tax-free income solutions
Philanthropic and Legacy Planning Strategies

Wealth Building and Succession Planning

360 integration of benefit plan and overall portfolio strategy
ETFs, mutual funds, bonds, stocks, municipal bonds (Managed accounts, model portfolios, custom portfolios)
Impact investing
Alternative investments (non-traded REITs, Private Credit, Private Equity etc.)
Personalized business formation and succession planning

Empowerment Financial Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Empowerment Financial Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Empowerment Financial Advisors, LLC unless a client service agreement is in place