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About
Variant Advisory focuses on building financial plans for client of all types, from young professionals starting to build their foundation, to corporations looking to create key-person plans, group retirement and insurance plans, to maximizing estate planning for generational wealth to transfer as tax efficiently as expediently as possible.
Our internal team allows us to focus on relationships built on trust, and our process ensures you know the options to allow you to make the best choices for your future while still enjoying today.
A Certified Financial Planner is an important tool in your financial plan. Where an accountant helps you file your taxes (and hopefully efficiently advises you how to keep track of your expenses over time), and a tax lawyer helps you set up trusts and wills when your assets have growth, both of these important professionals charge you for their service and hourly for consultation. A financial planner ensures your investments are positioned as tax efficiently as possible while they grow, helps you receive tax-free benefits in the event of life's unforseen situations, and takes care of generations of wealth for your loved ones through proper education.
A Certified Financial Planner can charge $300/hour or more in some instances, but at Variant, we only get compensated when the best plan is chosen and implemented. We take pride in continuing to support our clients for years to come following implementation to ensure you are aware of the plan and it remains properly updated over time. We grow our business by proving ourselves in this manner, and ask only that you refer our services to people you care about.
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