We provide independent, fee-only, fiduciary investment management and advice focused on helping clients achieve their financial goals. It’s that simple.
Investment Management
Your portfolio is built with your goals in mind and supported by the credentials and experience of a CFA® charterholder. We develop an investment mix that takes into consideration your current financial situation, short- and long-term goals, investment time horizon, risk tolerance, retirement income needs, estate planning goals and more. All portfolios are managed with tax efficiency in mind throughout the investment process.
Using our in-depth knowledge of your personal financial situation, we identify a diverse mix of low-cost investments that we believe will help maximize your long-term outcomes. We strive to strategically grow your portfolio while minimizing downside risk.
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Financial Planning
At Aurora Pointe Capital Management, we believe the basis for financial success is a custom, comprehensive financial plan developed with your goals in mind. This financial plan coordinates the various aspects of your financial life, including cash flow management and budgeting, investment management, tax planning, education planning, retirement planning, real estate analysis, insurance analysis, estate planning and more.
Before drafting your plan, we take time to gain an understanding of your current financial situation, goals for the future and any challenges you may face on the path toward financial success. Your financial plan is designed to help you achieve your goals.
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Retirement Planning
Retirement is the most significant financial event most people face in life. At Aurora Pointe Capital, we prefer to help you reach financial independence so you have more control over your time. Retirement doesn’t necessarily have to mean completely stopping work, although it may mean that for you. Financial independence provides you with the power of choice. You may be wondering?
- When can I retire? Or, when can I achieve financial independence?
- Do I have enough to support my desired lifestyle in retirement?
- How do I make the switch from saving to spending?
- How do I optimize withdrawal strategies during retirement to create an income stream?
Interested in learning more?
Contact us to get started.