A measured approach.
Longview Financial Advisors helps clients create long term strategies through a combination of financial planning and investment management.
In today’s rapidly evolving financial landscape, understanding risks and opportunities can be a complex and time-consuming process — demands that many people find difficult to manage alone. Longview takes away that burden and the anxiety of questioning one's own financial decisions.
With more than 30 years of financial experience, we provide clients with comprehensive planning and investing strategies using academic research and low cost funds. As a trusted advisor, our transparent systems and reporting methods help you plan towards meeting your long-term financial goals.
Our services.
We focus on planning and investing.
Financial Planning – working together to build a financial roadmap to the future
- Retirement Planning
- Education Planning
- Insurance Planning
- Tax Planning
- Stock Compensation Planning
- Employee Benefit Planning
- Social Security and Medicare Planning
- Estate Planning
Investment Management – intelligent, disciplined approach to managing your money
- Evidence Based Approach
- Asset Allocation
- Dynamic Rebalancing
- Tax Efficient Management
- Sustainability and Ethical Impact Investing
- 401(k) Plans
- Managing Trusts and Inheritances