It's not just what we do, it's how we do it.
At Longhi Financial, Inc. we believe in a comprehensive approach to wealth management that evolves with the needs of our clients. Our philosophy is to develop a disciplined financial approach that is individual to the client. We make it personal. Because no two clients are alike, we structure individualized personal plans based on the 8 Wealth Management Issues that our clients are likely to encounter at some point in their lives. Wealth Management is not an event but an ongoing journey; a journey that should be taken with professionals who understand all aspects of your financial goals.
Our Wealth Management team has extensive tax knowledge which makes us unique among our peers. We are able to offer an in-depth analysis of tax implications associated with investment changes and distributions. Because of this knowledge, we specialize in retirement income planning in order to help you determine how to replace your paycheck at retirement in the most tax efficient manner.
Client education begins with our explanation of investment options in terms that our clients understand. Continuation of the process includes portfolio reviews*, educational seminars and periodic newsletters to keep our clients informed. Our team is fully committed to our Mission Statement: "To offer our clients service beyond anything they have ever experienced on a consistent basis."
Founded in 1980 by Juliann Longhi, Longhi Financial was built on a foundation of trust, integrity and confidentiality. The fact that the majority of new business comes from referrals by current clients speaks volumes.
We invite you to take that first step on your Wealth Management journey with us. Call or send us an email from this website by clicking on "contact us" and then complete a contact form.
*These services are offered by Juliann Longhi and Stanley Warner through their affiliation with H.D. Vest Investment Servicessm and H.D. Vest Advisory Servicessm.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Gaining a better understanding of municipal bonds makes more sense than ever.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential capital gains taxes due on your transactions.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.