[ebook] 7 Areas of Financial Planning
At TOAMS (Tithe Offering & Alms Means Stewardship) Financial, our team of Financial Advisors bring clarity and peace of mind to your future. We provide comprehensive financial planning services tailored to the wants and needs of our clients. Let us help you live your best life.
- Budgeting
- Savings & Investing
- Insurance
- Retirement Planning
- Tax Planning
- Estate Planning
- Debt Management
We provide comprehensive financial planning services tailored to the wants and needs of our clients.
Our team has over 20 years of money management experience. We offer a variety of financial services such as estate planning, wealth management, and retirement planning. Whatever stage in life you are in, we have you covered. Whether you are starting from scratch or a seasoned investor, TOAMS Financial has the tools and resources to set you up for long-term success.
What We Do
Financial Planning
Create a roadmap to achieve your financial goals. Answer all your questions such as “Am I on track to retire?” and “Who will inherit my assets?”
Investing
Build and maintain a well-diversified investment plan. Ensure your investments are effective in reaching your needs and financial aspirations.
Retirement
Establish a retirement plan that utilizes every benefit available to you and keeps up-to-date with your current goals. See a clear picture of where you stand financially for your future.
Estate Management
Create a plan for your legacy addressing issues like caregiving, charitable donations, beneficiary information, and your wishes for any unexpected life events.
Automated Investing
Take advantage of proprietary technology powered by “Let Bob” that allows our Financial Advisors to automate our client portfolios. These strategies aim to minimize your losses with the potential to maximize your gains.
College Planning
Ease anxiety of your children’s tuition costs with information on all available programs. Already in college? We will create a plan to reduce your student loan debt burden.
Financial Coaching
Personalized one on one coaching sessions providing support, encouragement, and accountability. A flexible financial approach to meet a wide range of client goals.
SmartVestor™ Pro
Mario and Kendal are both Dave Ramsey SmartVestor™ Pros. Our advisors have been carefully vetted by the Dave Ramsey team to ensure we put our clients first and are trusted to take care of you and your investments.
Meet the Team
Mario J. Payne
Tamara Williams
Ledora White
Dale Spencer-Bides
Our Monthly Newsletter
Payneful Profits
TV Show
Payneful Profits aims to give people, especially in the black community, a place where they can learn about financial literacy from real working professionals in the industry.
Focus On What Matters to You
Locations
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.
Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.