Fassi Financial Network is providing the following Services for their clients:
Wealth-Management
- Establish investment policy statement
- Allocate assets according to your investment policy statement
- Review on a regular basis
Wealth-Preservation
- Utilizing tactical asset allocation strategies
- Taking advantage of tax planning to keep most of what you earn
- Transfer risk to a 3rd party
Wealth-Distribution
- Income needs analysis
- Review tax implications
- Make sure you do not outlive your money
Wealth-Transfer
- Evaluate Estate Tax implications
- Review Trusts, Wills and Beneficiary Designations
- Business Continuation Strategies
Certified Divorce Financial Analysts (CDFA)
- A CDFATM works with clients individually or as couples, helping them come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money, and distress, especially if the process is conducted early in the legal proceedings.
Education/Training
- Colorado Financial Educators Network is an independent financial training and education company. Courses are provided through a local network of experienced instructors at colleges, universities, public and private corporations, municipalities and government agencies throughout the the State of Colorado. Michael and Terri Fassi are seasoned financial professionals who specialize in providing educational classes (check schedule). They bring a wide range of knowledge and experience to the program.
