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Financial guidance for busy professionals and business owners
  • About
    • Deliverables
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Business Exit Planning
  • Contact
  • Blog
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 products sold separately from and independently of Cultivant LLC or CS Planning Corp.
Form CRS, Privacy Policy, and Additional Disclosures.

info@cultivant.com
206.486.8700 ext. 703
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  • About
    • Deliverables
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Business Exit Planning
  • Contact
  • Blog