Financial Planning

We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

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:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our expert partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy? We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture

We recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.

Generational Wealth Management

Investments

Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
  • Custom Portfolios
  • Science, Not Guesswork
  • Expertise Matters
  • Discipline and Flexibility
  • Long-Term Focus
  • Limited Taxes

Multigenerational Families

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.

Limited Taxes

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our CPA-level tax expertise, we provide clients with sophisticated tax-management strategies that help drive overall net returns.

Life Transitions

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.

  • Retirement or selling a business
  • New job
  • Marriage or domestic partnership
  • Having children
  • Divorce
  • Losing a spouse or partner
  • Relocation
  • Receiving a financial windfall

Why Should I Hire a Aurora Wealth Advisors?

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:

  • Divorce
  • Children
  • Marriage
  • Retirement
  • Losing a Spouse
  • Selling a Business
  • Winning the Lottery
  • Receiving a Large Inheritance or Settlement 

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. 

Estate Planning

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.

Philanthropic Planning

Philanthropic planning offers a strategic way for you to connect to causes that you and your family feel passionate about. We offer creative solutions to accomplish your philanthropic goals without interrupting your family's financial plan and stability.

Gifting

An important component to any estate plan is gifting, which allows you to reduce the size of your taxable estate by strategically transferring the wealth. Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts. Thoughtful use of these gifts through the use of planning vehicles such as trusts and life insurance can help maximize the value created for future generations.

We work with all of your professionals to help you with...

  • Wills
  • Trusts and Trust accounts
  • Power of attorney
  • Account beneficiaries
  • Beneficiary accounts
  • Gifting assets
  • Business exit and succession strategies
  • Philanthropic mission and vision
Let's begin.

Complimentary "Get Acquainted" Meeting

Independent RIA

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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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