Andina Advisors focuses on assisting individuals, families, and business owners in crafting a legacy of wealth. They have helped many clients create solid plans for investments, taxes, and estate planning.
Led by a team of seasoned professionals, Andina Advisors are dedicated to providing critical services like risk management and estate planning to individuals, families, and businesses. Because of the underlying complexities of fast-changing tax codes, investment strategies, and estate planning practices, these financial planners are committed to working with clients to help them achieve their objectives.
Andina Advisors’ mission is to partner with clients to help them execute their vision of their ideal future, helping guide them to be a force for good in the world. Under their planning arrangement, the firm takes the effort of creating personalized financial plans. They can execute the plans with tailored investment strategies, while delivering consolidated reports.
A key strength of the Lehi financial advisory firm is its comprehensive view of the client’s needs to plan for their family’s future. Add-on services are coordinated under personalized planning, concierge services, independent strategies, and family governance. A considerable part of personalized planning focuses on monitoring wealth and preservation. Concierge services take into account the client’s specific life circumstances as much as possible and include project analysis, bill pay, and appraisals.
When developing a plan and investment strategy, the team works to understand the client’s goals and objectives to capture a complete picture of the prevailing situation. Andina’s financial advisors in Lehi are also acutely aware of the role played by family relationships in shaping estate planning and family governance structures. For instance, an effective retirement distribution system can only be developed after identifying the client’s ideal retirement lifestyle. Clients interested in having their financial documents and investment strategies well coordinated can utilize the firm’s web portal to consolidate and review their assets, investment portfolios, and liabilities.
The financial advisors at Andina Advisors can help families with their full range of family services, focusing on financial future of the families they represent. Andina is proud of its diverse clientele, including:
- First-generation money clients
- Professional athletes
- Business owners
- And more
To speak to the experienced financial advisors at Andina Advisors call 801-653-0564 or call to make an appointment with the firm at 2600 Executive Parkway, Lehi, UT, 84043. The company is happy to be the ideal partner to help families and businesses stay on top of things by organizing, simplifying, and and helping to execute their financial plans.
2600 Executive Parkway
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Boston New Times journalist was involved in the writing and production of this article.