Our Services
Financial and Investment Goals
To ensure you will have the highest probability of reaching your financial and investment goals, Eugenio Financial builds your financial plan around you and your unique needs. Everything we present will be personally tailored, giving you the best opportunity to reach your specific financial goals.
Because we individually manage and continuously monitor your accounts, we are able to recognize opportunities that others may miss.
Portfolio Management
We manage money by assessing and controlling the risk in your portfolio. Because the future is not knowable, returns can not be predicted. Risk is contained by diversification of your investments through a disciplined approach to asset allocation. We make use of the traditional investments of US Stocks and Bonds as well as International offerings, but we also gain exposure to less traditional assets such as Real Estate, Commodities, US Rare Coins and Managed Futures. This allows the flexibility of not having to be overly exposed to the equities market in tough times. Short term investing is reserved for traders and speculators. Long Term investing is the home of the serious and committed. As a fee-based investment advisor, we charge an asset-based management fee so that our compensation is directly linked to your investment performance. Minimum account size is $100,000.
Personal Financial Planning
Most people find that managing their finances is a challenge. They face many opportunities, obstacles and hazards along the way. They struggle with the anxiety relating to their personal financial circumstances. Also, many families are too busy dealing with the challenges of day to day life to think about next month, let alone the future. We develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths. We guide and support you as your plan is implemented and monitored for success. We are always going to be there as you meet changing goals, tax changes and personal challenges, through all the stages of your life.
Estate Planning
We help people create and maintain a legacy by making sure that the right assets get to the right people at the right time under the right circumstances. Patriotism can be demonstrated in many ways, but giving a portion of your estate to our Government does not need to be one of them. With our expert team, we do everything legally possible to help you avoid or minimize death taxes.
Business Planning
For small business people, your personal financial success is intricately tied to the success of your business. We can help you create a workable business plan that will address all the elements that are necessary to be successful. We want you to receive the ample rewards you justly deserve from taking the risk of being self employed. We can also help the business owner set up an exit strategy and succession plan so you are well prepared when the time comes for retirement.
