• Deliverables
  • Planning
  • Investments
  • Insurance
  • Pricing
  • Team
  • Client Login
    • Financial Plan
    • Fidelity
    • Portfolio Performance
Financial Advisors for Mid-Career Professionals
  • Deliverables
  • Planning
  • Investments
  • Insurance
  • Pricing
  • Team
  • Client Login
    • Financial Plan
    • Fidelity
    • Portfolio Performance
Life Planning + 
​Financial Planning =
Financial Life Management

Summary of Deliverables

//  Comprehensive financial planning*

// Portfolio management and investment advisory

// Insurance advisory and sales

// Strategies to make money last in retirement

// Strategies to minimize income and estate taxes

// Business succession / exit planning

// Qualified retirement plans — 401(k), cash balance plans, etc.

// Executive benefits 
— nonqualified deferred compensation plans, etc.
* By COMPREHENSIVE FINANCIAL PLANNING, we mean holistically integrating RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENT PLANNING, TAX PLANNING, EDUCATION PLANNING, and INSURANCE PLANNING. Additionally, we consider variables for each client situation such as family status, net worth, income level, life or professional stage, and other circumstances like health issues, aging parents, special needs children, etc.
learn about our planning process

Ready to take action? Let's connect.

email us:  info@cultivant.com
call us:  (206) 486-8700 Ext. 703
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