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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Five strategies for managing your student debt.
At what point can you call a personal vehicle commercial?
What kind of auto insurance should you have? Do you know?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: Right Now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.