Our Services
Welcome to Finoven, where investment opportunities meet strategic planning and expert execution. At Finoven, we offer a diverse range of services tailored to meet the unique needs of each client. Whether you’re a seasoned investor, a business owner seeking growth capital, or a newcomer to the financial world, we have the right solutions for you. Our commitment is to empower you with the tools and knowledge necessary for informed investment decisions. Below, we outline our primary services along with realistic pricing to help you plan your investment journey with us.
Investment Advisory Services
Our investment advisory services are designed to help clients navigate the complex investment landscape. We provide tailored strategies based on individual goals, risk tolerance, and market conditions.
Personalized Investment Strategy
Your investment strategy is personal. Our experts will work with you to craft a customized portfolio strategy that aligns with your financial goals. This service includes:
- Initial consultation to assess your financial situation and objectives
- Detailed analysis of potential investment vehicles
- Ongoing support and adjustment recommendations
Price: $1,500 for initial consultation and strategy formulation.
Portfolio Management
At Finoven, we offer comprehensive portfolio management services. Our team actively manages your investment portfolio, ensuring it aligns with market trends and your personal goals.
Active Portfolio Management
We take the burden off your shoulders by managing your investments on your behalf:
- Regular portfolio rebalancing
- Market research and analysis
- Performance metrics and reporting
Price: 1% of assets under management annually, minimum fee of $2,000.
Retirement Planning
Planning for retirement is crucial to ensuring your financial independence in your later years. Our retirement planning services include assessing your current savings, expected expenses, and strategies to maximize your retirement funds.
Retirement Strategy Development
We provide:
- Retirement goal setting
- Tax-efficient investment strategies
- Social Security optimization
Price: $1,800 for a comprehensive retirement plan.
Tax Planning and Optimization
Understand and take advantage of tax laws to benefit your investments. Our tax planning services aim to minimize your tax burden while making the most of your investment returns.
Comprehensive Tax Strategy
We offer:
- Tax-efficient investment advice
- Preparation for tax reporting related to investments
- Tax-loss harvesting strategies
Price: $1,200 for a complete tax planning session.
Estate Planning
Proper estate planning ensures your assets are managed according to your wishes after your passing. Our estate planning services help you protect your wealth and prepare for the future.
Estate Strategy Development
We assist in creating a strategy that involves:
- Assessment of current estate value and structure
- Creating wills, trusts, and beneficiary designations
- Succession planning for family-owned businesses
Price: Starting at $2,500 for a basic estate plan.
Business Investment Analysis
If you’re a business owner seeking growth capital or evaluating potential investments, our business investment analysis service helps you make informed decisions.
Investment Viability Assessment
Our services include:
- Market analysis and positioning
- Risk assessment of investment opportunities
- Financial forecasting and ROI analysis
Price: $2,000 for a one-time comprehensive analysis.
Educational Workshops and Seminars
Knowledge is power. Our educational workshops provide valuable insights into various investing topics, empowering individuals to make smart investment choices.
Workshop Topics
We offer a range of topics in our workshops, including:
- Introduction to Investment Basics
- Understanding Stock Markets
- Real Estate Investing 101
- Advanced Investment Strategies
Price: $200 per attendee per workshop.
Asset Allocation and Risk Management
Manage your investment risks through effective asset allocation. We help clients diversify their portfolios to mitigate risks while maximizing returns.
Risk Profiling and Asset Diversification
Our services encompass:
- Risk assessment questionnaire to gauge your tolerance
- Workshops on the importance of diversification
- Ongoing monitoring and reporting of asset allocation effectiveness
Price: $1,000 for initial risk assessment and allocation strategy.
Impact Investing Strategies
For those who wish to align their investments with their values, our impact investing strategies focus on social and environmental outcomes alongside financial returns.
Ethical Investment Strategy Development
We provide:
- Assessment of values-based investment options
- Research into ESG (Environmental, Social, and Governance) criteria
- Portfolio construction focusing on impact investments
Price: $2,500 for a comprehensive impact investment assessment.
Real Estate Investment Consulting
Real estate can be a lucrative investment, but it requires specialized knowledge. Our experts in real estate investment can guide you through the process of purchasing, selling, and managing properties.
Real Estate Market Assessment
We offer:
- Property evaluation services
- Market trend analysis
- Investment return estimation
Price: $1,500 for a property-specific evaluation and analysis.
Conclusion
At Finoven, we are committed to providing our clients with the highest level of service and expertise. Our approach is to work collaboratively with you, ensuring that your investment strategies align with your long-term goals. We invite you to take the next step in your investment journey with us. Contact us today for more information about any of our services or to schedule a consultation.
