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

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….

GET STARTED IN 3 EASY STEPS:

Evaluate

Come get to know us! See if we are the right fit and vice versa. An opportunity to discuss your future and what you want to achieve.

Educate

You’re about to make big decisions! You need to know what you have, how it works, and what it will do for you.

Activate

Decide how you would like to move forward. Do you want us to be the architect and/or the contractor of your plan?

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.

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.

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What Is Your R.Q?

Get Your Free Risk Score

Your Risk Quotient number (R.Q.) tells you how you feel about money.

 

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.

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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.

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