Individual Clients

Integrating Financial Planning with Investment Advice

FINANCIAL PLANNING IS LIFE PLANNING

Your life goals and financial plan should be closely tied together.  Our advisors focus on important life questions like:

  • What type of legacy do you want to leave for your family? For your community?
  • How will you ensure your children inherit your values, not just your wealth?

The answers to these questions should impact the way your portfolio is invested.  They should drive decisions about whether to pay-off debts, when to retire, and how much life insurance to purchase.

We believe in a holistic approach to planning that is completely customized for your family’s circumstances.  Our services include:

Cash Flow Management
Risk Management
Investment Management
Liability Analysis
Tax Planning
Private Equity
Trust & Estate Planning
Charitable Planning
Financial Education
Business Creation & Planning

GENERAL DISCLAIMER:

ChiXi Consultants is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, as amended (“Advisers Act”). The firm’s form ADV parts I and II can be found at www.sec.gov