Ely Prudent Portfolios

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

(530) 895-0636Call Visit WebsiteVisit Website Map & DirectionsDirections40 Philadelphia Dr Ste 101Chico, CA 95973 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Ely Prudent Portfolios

Tax Planning
The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations.

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Places Near Chico with Investment Advisory Service

Hamilton City (12 miles)

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Extra Phones

Phone: (530) 343-0636

TollFree: (800) 560-0636

Payment method

paypal

AKA

Ely Prudent Portfolios LLC

Other Link

https://elyportfolios.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (530) 895-0636

Address: 40 Philadelphia Dr Ste 101, Chico, CA 95973

Website: https://elyportfolios.com

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Ely Prudent Portfolios

Tax Planning
The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations.
Charitable Giving
Roth IRA
Rule regarding eligibility to contribute to certain types of IRAs. For a Traditional or Roth IRA, an individual must have earned income to contribute. Earned income includes but is not limited to wages, salaries, bonuses, tips, commissions and taxable alimony. Source
Tax Deductions
This type of 401(k) offers special tax advantages. Unlike traditional 401(k) accounts, where you make contributions on a pre-tax basis, Roth 401(k) contributions are made with money you’ve already paid taxes on. Because there is no upfront tax deduction, your earnings and withdrawals are tax free once you reach 59 1/2.
Income Tax
An interim calculation used in computing income tax liability. It is computed by subtracting certain allowable adjustments from gross income. Source
Tax Deferral
Original IRA designed to encourage individuals to save for retirement. The three benefits of a Traditional IRA are tax deferral of interest/earnings, potential tax deferral of contributions and assurance for a more financially secure retirement. Source

Investment Management
As part of the investment management service, numerous aspects of the client’s financial affairs are reviewed, realistic and measurable goals are set, and objectives to reach those goals are defined. As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. The Adviser periodically reviews a client’s financial situation and portfolio through regular contact with the client, which often includes an annual meeting with the client. The Adviser makes use of portfolio rebalancing software to maintain client allocations according to the Investment Policy Statement in effect.
Mutual Funds
Similar to ETFs, mutual funds pool money from many investors to purchase a broad range of stocks, bonds or short-term debt. Mutual funds provide instant diversification, since you’re buying a basket of securities rather than investing in a single company.
Bonds
Wealth Management
EMoney is the most advanced planning and practice management tool in the industry. Their secure, non- transactional wealth management portal provides simple-to-use and manageable solutions for budgeting and planning. In addition, their secure vault provides a safe place for the storage and sharing of important documents and information.

Cash Flow Analysis
The Adviser may provide consulting services on a project basis, and could include cash flow analysis, retirement planning, estate planning analysis, benefits consulting and insurance analysis, or similar services based on the client’s needs. Once the general consulting project is complete, we do not commit to providing ongoing monitoring of your assets that are not managed by the Adviser.

Financial Planning
The Adviser principally provides discretionary investment advisory services through a network of independently operated groups of Investment Adviser Representatives (”IAR’s”) where the Adviser has full authority to make purchase and sales decisions on your behalf. Also, on more than an occasional basis, the Adviser may furnish advice to clients on matters not involving securities, such as financial planning matters or consulting services. While each IAR provides some or all of the services listed in this document, the specific services, fee schedules, and other related information for each IAR is detailed in each IAR’s form ADV part 2A.
Retirement Planning
A Defined Contribution or Defined Benefit retirement plan. The most common types are 401(k), Profit Sharing Plans and Pension Plans. Other types include SEP, Keogh and SIMPLE plans. Source
Annuities
An annuity is a contract you make with an insurance company or financial services firm. In exchange for one or several contributions in the present, the company agrees to provide future income (usually with some amount of interest) for a set number of years—or the rest of your life. Because of the certainty they offer, annuities are a popular option for people who want to receive reliable income in retirement when they no longer earn a salary.
Asset Management
The process of determining how investment funds will be apportioned among different asset classes, such as stocks, bonds, and cash reserves. Many financial advisers believe that the mix of asset classes has a greater impact on long-term portfolio results than does the performance of any individual investment. Source
Living Trusts
College Funding
Reverse Mortgages

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