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Financial Advisors for Mid-Career Professionals
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Financial Planning for

Mid-Career Professionals

Save Sufficiently  |  Invest Wisely  |  Reduce Taxes
Do you ask yourself

WILL I BE OKAY?
AM I SAVING ENOUGH?
IS MY MONEY INVESTED THE
 RIGHT WAY? 
AM I PAYING TOO MUCH IN TAXES?

You are not alone. Let's make a plan.
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Gain clarity

Are You Stretched Thin?

We are financial advisors who serve mid-career professionals. 

​Some of our clients are high income earners in corporate settings while others are owners of professional practices or businesses. Most are juggling many competing priorities—family obligations, demanding careers, personal and professional development, etc.—which occupy much of their available time and energy. 

All have a strong desire to gain clarity around their financial lives. 

To this end, we help our clients gain clarity through ongoing guidance on substantially all aspects of their financial lives.
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Leave the details to us

Let us help you take care of (boring) stuff like...

  • Saving for financial independence
  • Saving for your children's college
  • Investing in alignment with your goals
  • Minimizing your tax bills
  • Managing your debt
  • Optimizing your 401(k), RSU, etc. 
  • Owning the right amounts and types of insurance
  • Maximizing your retirement savings through your business retirement plan
  • ​Protecting the value of your business
  • Planning for a business transition

Let's build a cohesive plan that's implemented properly and monitored regularly.

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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance services offered by licensed professionals separately from and independently of CS Planning Corp and Cultivant LLC.
ADDITIONAL DISCLOSURES
info@cultivant.com
206.486.8700 Ext. 703
  • Deliverables
  • Planning
  • Investments
  • Insurance
  • Pricing
  • Team
  • Client Login
    • Financial Plan
    • Fidelity
    • Portfolio Performance