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.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Don’t overlook the need for renter’s insurance if you rent your home.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
For some, the social impact of investing is just as important as the return, perhaps more important.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.