Business claimed
Last updated: 3 months ago
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Financial Planning
About Strand Life Wealth Management
Independent wealth management firm, specializing in working with professional athletes, business owners, and high net worth individuals. Full service holistic planning which includes tax planning and Go to full description...
Contact information
Additional business details
Email address:
parsa@strandlifefinancial.com
Independent wealth management firm, specializing in working with professional athletes, business owners, and high net worth individuals. Full service holistic planning which includes tax planning and strategies, investment management, and estate planning. Strand Life also handles tax planning and real estate analysis, which includes 1031 exchange and DST Options. Insurance Planning is also included.
Services:
Tax services (planning & optimization), Retirement planning, Insurance Planning, Estate Planning, Ongoing wealth coaching, Business exit and succession planning, Investment management, Financial planning, One-time advisory consulting