What Will Your Financial Journey Be?

Many people live with fear and scarcity around their money. Our goal is to help our clients achieve clarity and security with their financial future.

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Financial advice is too often confusing, sales-driven, and expensive.

We created the Presidio Plan® process to solve this problem.

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How We Help 
Plan, Invest, Flourish

The Presidio Plan® starts with identifying your true purpose for your money. We use this purpose to create goals that are meaningful. Then, we develop a plan to prepare for uncertainty and maximize the probability of achieving these goals.

We focus our services on three main areas:

Investment Coaching

Investment Coaching


Education! Education! Education!

Successful lifelong investing requires more than a pie chart. Yes, we will manage your money for you. We will also teach you the foundations of investing and coach you from making mistakes along the way.

Comprehensive Financial Planning

Comprehensive Financial Planning

Plans Built to Last

Our comprehensive process is designed to leave our clients feeling prepared for the unexpected and on the right track to reach their goals. You will have a clear, written road map to your American Dream.

Long-term Tax Strategies & Distribution Planning

Long-term Tax Strategies & Distribution Planning


Unique Perspective on Your Tax Planning

As financial planners, we can bring in unique strategies to reduce our client’s lifetime tax burden. Through our annual tax return analysis, we provide additional insights into tax planning that are often overlooked.

Why Presidio Financial?


Fiduciary

As CFP® Professionals, you will work with someone who has committed to acting in your best interests.


Transparency

We don't hide anything. Unlike much of Wall Street, we make it easy to understand how we are paid. (Seriously!)


Educational

Knowledge is the key to conquering fear of the unknown.

WHO WE SERVE
A Partner in Every Stage of Life   

At Presidio, we have a client path for you. We have two client service paths depending on needs and accumulated assets. We deliver the greatest value to these types of clients:

Retirees

People who are beginning the complex process of converting assets to retirement income. We have a unique and unbiased approach to retirement planning.

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Families

Families who desire to build wealth in a prudent, disciplined manner and eliminate speculation in their investing. We can help protect your family and get you on the right track toward financial independence.

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Small Business Owners

Owners of practices and businesses who would like a long-term partner that helps lock in the value of your business, save money in taxes, and build in benefits to retain employees.

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Retirement Plan Participants

Have an old retirement plan from a previous employer? We can educate you on your withdrawal options and help you build a portfolio that aligns with your risk preference and investing beliefs.

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HALF-DAY COACHING WORKSHOP TO INFLUENCE THE REST OF YOUR INVESTING LIFE
The Investor Discovery Experience

  1. Identify your true purpose for money and ensure your financial decisions align with this purpose.
  2. Target the enemies of your American dream (Hint: one of the enemies is yourself).
  3. Discover the myths of investing techniques that are destructive to returns.
  4. Learn the academically-sound way to engineer your portfolio.

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The Value of Teaming Up with an Advisor

Studies1 show proper wealth management and investment coaching can potentially add up to, or even exceed, 3% in net returns to the client.

What does 3% more look like over 30 years with $100k?

$397,076
No advisor

$898,920
With advisor

The chart assumes the hypothetical growth of $100,000 over 30 years with annualized returns of 5% and 8%. The returns and this chart are for illustrative purposes only and do not represent actual investment returns, trading activity, or performance. The increase of 3% may be achievable by investment advisors who implement best practices and strategies for serving their clients. Specifically: suitable asset allocation using broadly diversified funds / ETFs, cost-effective implementation (expense ratios), rebalancing, behavioral coaching, asset location (allocation of assets between taxable and tax-advantaged accounts), spending strategy (withdrawal order), total-returns versus income investing. A link to the white paper supporting this claim can be found at Vanguard, Putting a value on your value, July 2022 1 https://www.ch.vanguard/content/dam/intl/europe/documents/en/putting-a-value-on-your-value-quantifying-vanguard-adviser-alpha-eu-en-pro.pdf

Contact Us 
Let’s Get Started

Schedule a complimentary phone call or introductory meeting with one of our planners to get to know us and our process.

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