GUIDING YOU TO YOUR FINANCIAL DESTINATION
A CONSULTATIVE APPROACH
YOUR GOALS ARE OUR MAIN PRIORITY
We are Spinnaker Financial Group, LLC
At Spinnaker Financial Group, LLC, we are Family Financial Strategists working with those who desire a consultative and integrative approach to coordinate, from an investment, tax, legal and risk management point of view, all aspects of their family’s finances, risks and goals. We specialize in serving accredited investors who have the need for the types of sophisticated investment and planning solutions that we provide.
What is a Family Financial Strategist (FFS)?
A Family Financial Strategist consults with you to coordinate all aspects of your financial life including retirement planning, investments, tax planning, legal, estate and legacy planning, insurance, business succession and more. A FFS is an analyst, consultant and advisor helping you plan and invest for the issues that may impact you and your family in the short and long term.
Investments can play a key role in your financial security plan. A mix of savings plans can help achieve your goal
Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.