Building Your Financial Future
Strengthening Your Financial Planning Services
At Velekei Giles, we specialize in strengthening financial planning services to help individuals and businesses achieve their financial goals, optimize wealth, and secure long-term stability. Our team reviews your current financial strategies to identify opportunities, simplify management, and enhance investment outcomes, providing personalized solutions tailored to your unique financial needs.
Financial Planning
Our Financial Planning Process
Sometimes life gets in the way of properly organizing and addressing our financial affairs. But eventually, a lack of planning can limit our choices and opportunities. That’s why, after decades of working with successful clients, we developed a unique, proprietary planning process to help organize, coordinate, and report on all aspects of your financial affairs.
Discovery
The First Step of The Journey
We begin by listening and asking questions to learn about your personal situation and gathering all of your personal financial information.
Plan Design
Seeing The Way
The next step involves analyzing your financial, tax and risk situation, and developing thoughtful recommendations delivered in a unified and understandable plan.
Implementation
Ideas Become Reality
Due diligence is applied to position and allocate your assets to meet your plan’s specifications, with flexibility to accommodate changes throughout your financial journey.
Plan Management
Staying On Course
With goals in sight, great care is taken to ensure that your implemented plan follows the intended path. We establish regular reviews to gauge your plan’s performance and make adjustments as needed.
We guide our clients to address the following objectives:
- Build and manage your wealth in line with your needs and objectives
- Manage life’s risks
- Strategically reduce all types of taxes
- Assure the continuance of your lifestyle through retirement
- Adjust based on life changes and economic issues
Who We Are
Guiding Clients for Over Three Decades
Velekei Giles Financial Advisors has over three decades of experience in crafting tailored financial planning, investment management, and life insurance solutions for clients.
With this level of experience, the firm knows what works well for clients, and how to best navigate the roadblocks that may appear during life’s journeys.