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Our Offerings

1

Wealth Management

Ensure that your finances are in order and that your investments align with your goals with our Wealth Management services, including: 

  • Financial position and Asset Allocation evaluations

  • Net Worth tracking

  • Balance Sheet updates

  • Insurance reviews

  • Beneficiary overview reports 

  • Retirement Cash Flow projections

  • Social Security optimization strategies

  • Tailored Investment Strategies

2

Comprehensive
Wealth Planning

Everyone needs a financial plan, but not all clients require investment advice. Our Comprehensive Wealth Planning is suitable for such clients. We work with them to create a holistic financial picture and ensure it remains on track with the following: 

  • Current Financial Position and Cash Flow reviews

  • Estate plan and Insurance Protections reviews

  • Customized Financial Plans

  • Recommended Actions to realize goals

  • Scheduled Calls for questions and walk-throughs

3

Comprehensive

Wealth Advisory

Combining Wealth Management and Planning, our Comprehensive Wealth Advisory service
takes an integrated approach to your finances. We help you build a customized plan, roadmap, and investment strategy at this service tier. Afterward, leave the follow-up to us and enjoy the peace of mind that your goals are on track and investments are monitored by our experienced team through:

  • Definition of Goals, Values, Net Worth, & Cash Flow

  • Family Wealth & Legacy Planning

  • Coordinated Tax and Estate Planning Support

  • Retirement Projections (Cash Flow, Income Plans, Monte Carlo Analysis)

  • Customized Investment Strategies

  • Investor Portal

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Certa Financial Planning
1501 Venera Ave., Suite 210, Coral Gables, FL 33146 | 305-809-7642

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Certa Financial Planning are not affiliated.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

The IFP representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, CO, CT, KY, MT, NJ, NC, OH, OR, SC, TX, CA, IL

 Address: 1501 Venera Ave., Suite 210, Coral Gables, FL 33146

Tel. 305-809-7642

Email. info@certaplanning.com

© 2023 by Certa Financial Planning

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