Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:
Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.
A sudden change in your financial situation can be a life altering event. Successfully managing financial transitions is more challenging than you may realize. It's not just a matter of managing the financial situation - it's managing the change. As Financial Transitionists, we are trained to help you successfully manage your financial life transition by re-establishing the perspective required to make sound financial and life decisions. These decisions are based on your personal experience integrated with facts and figures.
At AuroraWA we have advanced expertise and depth of financial knowledge that may help you if you are going through any of these life transitions:
With our guidance, you’ll be able to make smart financial decisions that lead to a happy future and help you avoid money problems down the road. Unlike other traditional financial advisors, we understand the emotional side of your situation and keep it top of mind when they make recommendations and guide you through your transition.
We can prevent you from making emotional, rather than logical financial choices that take a toll on your finances. Whether you’re anticipating a life transition or found yourself facing one unexpectedly, we are here to help.
Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.
Proper estate planning allows you to transfer your wealth according to your wishes while minimizing unnecessary taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.
Sandena, Inc. dba Aurora Wealth Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Aurora Wealth Advisors and its representatives are properly registered or exempt from registration. 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 Aurora Wealth Advisors unless a client service agreement is in place.
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