Brian Joyce is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Investing in Loveland, CO and the surrounding communities.
In addition to being a CERTIFED FINANCIAL PLANNER®, Brian is also a CPA. This will ensure that all of your money management strategies will be tax efficient. Some areas we help in are as follows:
· How to design a financial plan with more than one path to success.
· Allocating investment holdings to the proper account types to maximize your tax benefit.
· How to best incorporate tax strategies into your financial and investment plan.
· Reviewing various strategies for college savings.
· Utilizing fixed income strategies to increase the yield from your savings accounts.
· Investment strategies to protect yourself from the next market crash.
· How to properly benchmark and evaluate your investment performance.
· Evaluating your retirement plan.
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