Colorado Firm, Fassi Financial, Brings Personal Touch To Digital Financial Sector
FORT COLLINS, COLORADO, UNITED STATES, May 25, 2017 /EINPresswire.com/ -- In an industry that is dominated by online services, Fassi Financial bringing back the personal aspect of wealth management.
Online services have become popular among busy professionals for a variety of reasons, however, many times their one-size-fits-all approach doesn’t account for outliers or the unique circumstances of each individual investor.
“I always ask, ‘What’s in your genes? Longevity? Could you live to 90 or better?’ Robo-advisors use standard mortality tables, and don’t account for family or individual traits.” Says Mike Fassi.
“Robo-advisors”, as Mike Fassi calls them, don’t see their clients as individuals, and as a result, don’t strive to go above and beyond.
Fassi Financial’s independent advisors don’t just invest their clients’ money, they protect it. “Risk can’t be eliminated, but it can be managed.” Says Mike, “we do this by using third-party money manages, adding non-correlated investments, and transferring risks to third-parties such as insurance companies.”
The dark side of smart investing is capital gains tax, and other state and federal taxes on profits. Fassi Financial works with clients to legally reduce their tax burden by making smart investment decisions, ensuring that their clients keep more of their money.
How does Fassi Financial do so much for their clients, while still maintaining a personal touch? By utilizing a network of CPA’s, attorney’s and financial consultants. This network works as a team to develop comprehensive planning strategies for each client.
Located in Fort Collins, Colorado, Fassi Financial also has offices in Windsor, Colorado and Reno, Nevada. However, Fassi Financial does business in all 50 states.
Online services have become popular among busy professionals for a variety of reasons, however, many times their one-size-fits-all approach doesn’t account for outliers or the unique circumstances of each individual investor.
“I always ask, ‘What’s in your genes? Longevity? Could you live to 90 or better?’ Robo-advisors use standard mortality tables, and don’t account for family or individual traits.” Says Mike Fassi.
“Robo-advisors”, as Mike Fassi calls them, don’t see their clients as individuals, and as a result, don’t strive to go above and beyond.
Fassi Financial’s independent advisors don’t just invest their clients’ money, they protect it. “Risk can’t be eliminated, but it can be managed.” Says Mike, “we do this by using third-party money manages, adding non-correlated investments, and transferring risks to third-parties such as insurance companies.”
The dark side of smart investing is capital gains tax, and other state and federal taxes on profits. Fassi Financial works with clients to legally reduce their tax burden by making smart investment decisions, ensuring that their clients keep more of their money.
How does Fassi Financial do so much for their clients, while still maintaining a personal touch? By utilizing a network of CPA’s, attorney’s and financial consultants. This network works as a team to develop comprehensive planning strategies for each client.
Located in Fort Collins, Colorado, Fassi Financial also has offices in Windsor, Colorado and Reno, Nevada. However, Fassi Financial does business in all 50 states.
Fassi Financial
Mike Fassi
(970) 416-0088
email us here
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.