Lehi, Utah – Andina Advisors has the competence to assist clients in accomplishing their financial goals and aspirations, with over 100 years of financial and investment planning experience and a track record of working with over 700 clients. They assist clients in growing a legacy of wealth by providing a critical understanding of financial planning demands and investment structures. Individuals, business owners, and families can benefit from Andina Advisors’ comprehensive investing, planning, and reporting services. They assist clients in developing plans to attain their financial goals and ensuring that their financial affairs are managed to achieve those goals. The Utah-based firm’s services include income tax reduction, life insurance, risk management, retirement planning, investment management, asset protection, and cash flow management.
Everyone generally strives for a stress-free retirement; Andina Advisors helps clients achieve financial independence and a secure retirement by delivering customized planning that includes extensive analysis and projections for their pre-and post-retirement lives. Their four-step retirement plan is basic and uncomplicated, and it entails identifying sources of retirement income after determining when to retire and the annual income clients desire. The next step entails calculating the savings and investment returns required to meet financial objectives, and the final step entails properly investing and monitoring retirement accounts to meet financial objectives.
A change in taxes, investments, and estate planning is inevitable. Andina Advisors ensures that their clients’ objectives and activities take into account the present situation. The Lehi financial advisor guarantees that their clients’ assets and charitable intentions are correctly matched with legal structures and documents. Their estate planning strategy is a four-step process that begins with discussing how clients want their estate handled when they die. Step two entails finding personnel who will assist them in administering the estate in the manner they prefer. Step three comprises developing and implementing documents to meet predetermined goals, whereas step four entails conveying desires and making plans with the relevant persons.
It is worth mentioning that choosing life insurance should not be a stressful experience. Having a well-thought-out, clear plan in place gives one peace of mind no matter what the future holds. Andina Advisors helps clients build the security they need in unforeseen disasters like death or disability. They provide a Life Insurance and Risk Management solution in four easy steps. The first step is to determine the expenses clients would be covered by if they were unable to work due to death or disability. Step two is determining the current amount required to meet those requirements. Step three entails carefully selecting a life insurance company that will provide these benefits at a reasonable cost. Step four entails reviewing the life insurance program annually to ensure it is appropriate.
To learn more about Andina Advisors, visit their website or contact them via phone at 801-829-9105. Their office is located at 2600 Executive Parkway, Lehi, UT, 84043.
2600 Executive Parkway