Evan Loomis

CFP®

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

At Level Financial Advisors, the most common risk we see with executives isn’t overspending or under-saving. It’s concentration. Between RSUs, stock options, ESPP shares, and deferred compensation, a large share of your net worth can end up tied to the same company that signs your paycheck. If the business hits a rough patch, your income, bonus, unvested equity, and portfolio can all fall at the same time.

Pre-Retiree

At Level Financial Advisors, we find most pre-retirees have spent decades focused on one number: how much they’ve saved. But the question that decides whether retirement works is a different one: how will that savings turn into reliable, tax-efficient income for the next 30 years? Our advice is to answer that in writing a few years before your last day, while you still have time and earnings to adjust.

Also: Business Owners, Retirees or Seniors, Working in Retirement

Major Milestones I Specialize In

Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

At Level Financial Advisors we provide a customized approach for each client based on their needs in retirement. We offer a premium asset-based offering, a financial-planning-only option, and a project-based planning service. For our premium and planning-only service, prospective clients receive a financial plan BEFORE hiring us, allowing clients to see the true value of hiring our firm for their planning needs.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

Schedule a Consultation

Free initial consultation available

Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Estate, Trust, and Legacy Planning

Risk Management and Insurance

Cash Flow and Debt Optimization

Charitable Giving

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.