Salvini Financial Planning San Luis Obispo, Ca
Salvini Financial Planning San Luis Obispo Ca
Retirement Planner San Luis Obispo, Ca Investment Planner San Luis Obispo, Ca
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Tel: (805) 543-6622
Fax: (805) 888-2814


Office Location:
30 San Miguel Street
P.O. Box 102
Avila Beach, CA 93424
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Mailing Address:
3940 Broad Street Suite 7-310
San Luis Obispo, CA 93401

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Secure RetirementBrooke's Blog - Current Posting

Itís that time of year. Very shortly your tax preparer will be sending you an Organizer for your 2013 tax return.Just in case you are getting organized early, here are a few of my thoughts on items you might overlook in your preparations which could lead to missed deductions and over payment of taxes.

  • Make sure you have the correct information for the purchase cost for your investments. You donít want to pay more capital gains tax than you legitimately owe at the time of sale. If youíve inherited assets or you just havenít been a great record keeper this could take a little time so start early.... Read more at Brooke's Blog (and subscribe to follow!)

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Secure RetirementCherished Financial Goals and Objective Advice

It begins with your vision, and with your life goals. Whether you aspire to jump start your financial future, secure retirement income, send a child to college, start a business, leave a family legacy, or simply achieve peace of mind.....

We are proud to be one of only 1% of advisors providing Fee-Only, Hourly, As Needed Advice. We receive no commissions, we sell no products Ė our clients come first. We require No Minimums. We serve our clients with highest standards of fiduciary responsibility.

Learn About Us

Secure RetirementPersonalized Plan

We specialize in customized planning and coaching for individuals, families, and employers in the following areas:

A typical retirement planning engagement includes a data gathering session, two hours of in office interactive planning, development of your personal financial snapshot, your money style profile, a risk sensitivity evaluation, a personalized goal based financial projection with up to 3 alternative scenarios, planning recommendations, and an action plan discussed during the presentation meeting. An annual Financial Check Up is recommended.

A typical Investment Analysis includes a review of your current investments, an evaluation of your risk sensitivity, development of an Investment Policy Statement covering asset allocation and account location strategies, investment education materials, and recommended portfolio changes summarized in an action plan. The analysis is presented during an in office meeting unless you request documents only. An annual Investment Analysis is recommended. Quarterly investment monitoring is available upon request.

We work together to develop a clear understanding of your current cash flow then apply the magnifying glass to analyze spending habits for savings opportunities and consistency with personal goals. This analysis also includes the development of a personal financial snapshot, money style profile, Withdrawal Policy Statement (if currently drawing down assets), savings and wealth accumulation strategies, and a detailed action plan reviewed during our interactive planning session. Your Cash Flow review is most effective when followed by two quarterly update meetings.

Your College Funding Plan will include development of college savings goals, calculation of the amount required to cover anticipated college costs, identification of financial and tax planning strategies based on your personal financial snapshot to maximize resources and minimize college costs, savings strategies, and college funding reference materials. Bi-annual Check Ups are recommended to respond to the ever changing college environment. Within 5 years of college, annual College Check Ups are recommended.

We will review your current insurance policies and areas in which you choose not to insure. In depth policy evaluation and recommendation is available through outside licensed insurance experts. The Risk Management review also includes a life, disability, and/or long term care insurance needs analysis.

This analysis includes a comprehensive review of your 1040 tax return for specific tax planning and savings opportunities. Tax planning is also available as a overlay on all other planning modules.

Answer to or Recommendation related to one specific topic or a two hour interactive planning session addressing as many issues as possible during that time period.

Review of basic estate planning documents, discussion of legacy desires and implementation strategies, charitable giving and gifting strategies.

Identify the right retirement plan for your business and retirement goals, assist in the evaluation and retention of a third party plan administrator, recommend best practices and develop an Investment Policy Statement, evaluate investment options, provide on-going employee investment education, provide annual investment review.

What to Expect

Tax Planner San Luis Obispo, Ca Asset Allocation San Luis Obispo, Ca