AKAMAI ADVISORS
Your Life by Design!
Akamai Advisors are not your typical financial planners. We are a female-focused firm with a holistic team approach. We make your planning process easy to understand, uniquely personal, and fun. We welcome you to come see what Akamai Advisors is all about!
AKAMAI ADVISORS
Your Life by Design!
Akamai Advisors are not your typical financial planners. We are a female-focused firm with a holistic team approach. We make your planning process easy to understand, uniquely personal, and fun. We welcome you to come see what Akamai Advisors is all about!
Join us for our next event:
April 18, 2023 | 6PM MST
Introduction to Akamai Advisors
- Do you know how much it is?
- Are you optimizing your financial strategy as best you can?
- Is it possible there may be ways to pay less?
In 30 seconds you can find out...
Calculate your estimated Retirement Tax Bill over your lifetime, and see what options best suit you and your family.
You WILL have a tax bill in retirement. There is no avoiding that. But….
Our 4-Step Process
Discover
Where You Are Now
-
About You
-
Your Goals & Objectives
-
Your CurrentFinances & Taxes
-
Your Priorities
-
Our Services
-
The Process
Design
Where You Want To Go
-
Organizing YourFinancial Life
-
UnderstandingYour Net Worth
-
Assessing yourCash Flow
-
Tax Return Review
-
Analyzing Your Risk
-
Analyzing Your Risk
-
Developing Your Plan
Deliver
Your Holistic Plan
-
Finalize Your Customized Bucket Plan
-
Optimize Your Cash Flow
-
Provide Solutions
-
Transition Plant & Implementation
Dedicated
Service and Support
-
The Bucket Plan Update
-
Investment Management
-
Protection Planning
-
Estate Planning
Our Philosophy
Financial planning cannot be effective without considering all aspects of your finances as one cohesive, ever-evolving machine. We strive to ensure that all the elements are working together to optimize your financial future. Our signature process incorporates 8 unique elements, including income, emergency funding, asset building, estate preservation, legacy enhancement, and tax planning.
Financial planning cannot be effective without considering all aspects of your finances as one cohesive, ever-evolving machine. We strive to ensure that all the elements are working together to optimize your financial future.
Events
We offer educational workshops, evening seminars, and virtual attendance options related to all of the services we offer. Own a business? Book a lunch-and-learn for your employees. If you’d rather get to know us first, come socialize at one of our networking events.
What Is Your R.Q?
Get Your Free Risk Score
Your Risk Quotient number (R.Q.) tells you how you feel about money.
- Are you a risk taker?
- Do you prefer a balanced approach, sometimes making a bet and sometimes playing it safe?
- Do you prefer slow, steady growth, and no surprises?
There’s no wrong answer. But there is a concrete number we can use to tell you where you fall on the spectrum of risk.
Get the Akamai Newsletter
Let Us Help Improve Your Money Mindset!
It only takes one person in your family to think about money differently and put a plan in place to create wealth that will carry on for generations.
Become that one person!
READY TO TAKE
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.
READY TO TAKE
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.
