UNDERHILL FINANCIAL ADVISORS, LLC
Successful Individuals & Families
We specialize in families experiencing transitions, such as the loss of a loved one, a health challenge, or facing retirement. Preparation is key to preventing financial turmoil or distress. Having trusted advisors to assist in developing the appropriate course of action can provide a measure of comfort and assurance during these challenging times.
Small Business Owners & Entrepreneurs
We are committed to helping local business owners understand their unique challenges they face in today’s competitive market. We provide and implement retirement plans, buy-sell options, key person planning, and owner succession and business transition planning. Our goal is to develop a team of trusted advisors to maximize company value and ensure a smooth transition for owners and employees.
Corporate Managers
We focus on designing investment, retirement, and risk management strategies tailored specifically for our corporate managers. Our planning is built to complement the benefits package of our corporate clients, optimizing the success of our clients' total financial plans by considering stock incentives, deferred compensation, bonus, and pension plans.
What We Do
At Underhill Financial, we provide comprehensive wealth management services to help you achieve your financial goals
Business Exit Planning
Our team creates a strategic roadmap to ensure a smooth transition when an owner leaves the business, whether through sale, transfer, or retirement, with the aim of maximizing value and achieving the owner’s personal and financial goals.
Financial Planning
Our client-centered approach focuses on current financial situations, setting long-term goals, creating a tailored strategy for investments, retirement, taxes, and estate planning, and regularly reviewing and adjusting the plan to adapt to changes and monitor for financial success.
Investment Management
Our approach to investment management involves developing and implementing personalized investment strategies that align with the client's financial goals, risk tolerance, and time horizon, while continually monitoring and adjusting the portfolio to optimize performance and achieve long-term financial results.
Estate Planning
Our team develops a strategy to manage and distribute assets in accordance with the client’s wishes, minimize estate taxes, and ensure a smooth transfer of wealth to heirs, while regularly updating the plan to reflect changes in the client's life and financial situation.
Tax Planning
Our strategy involves leveraging tax loss harvesting, continuous review of current year tax projections, and an understanding of client’s capital gains to minimize tax liabilities, optimize investment returns, and align with the client’s overall financial goals.
Insurance Planning
Our comprehensive assessment of your coverage for life, health, long-term care, and disability protects against financial risks and ensures stability and security across all aspects of their financial well-being. Our team will then implement any gaps in your personal, family, and business owner coverage.
Charitable Giving
Our legacy planning involves creating strategies to effectively and efficiently pass assets to heirs or beneficiaries, incorporating charitable giving to support philanthropic goals, while minimizing tax impacts and ensuring the client’s legacy and financial objectives are preserved.
WORK WITH US
Who You Work With Makes A Difference
Choosing the right wealth advisor can significantly impact your financial future. Our team of experienced professionals is ready to help you navigate your financial journey with confidence and clarity.
Redefining
Financial Education
We believe in empowering our clients with knowledge and tools needed to make informed decisions. Through newsletters, workshops, seminars, and other events, we cover essential topics to help you understand the challenging financial landscape.
Certifications & Accolades
