Broker Check

Families and Individuals

Helping You and Your Family for Years to Come

Helping You and Your Family for Years to Come

At Belay Financial Services, we strongly believe in maintaining a long-lasting relationship with you that is developed through consulting and educating you on the changing opportunities in the modern day market. We strive to help you and your family determine which financial path is best for your specific situation, and then we implement the strategy and monitor it continuously to ensure that it is always working in your best interest.

We believe in providing our clients with the services and tools that are best suited to help them achieve each and every one of their financial goals. This also means understanding that our clients are better taken care of when the best people are in their corner. As a result, we are proud to offer a variety of resources for our clients to take advantage of, including a vast network of connections that can help you get the most out of managing your investments and your overall financial picture.

Proactive Investment Management

Proactive Investment Management

  • Customized investment portfolio development
  • Continuous investment monitoring
  • Independent, objective advice in your best interest
  • Recommendation of investment allocations within employer-sponsored accounts (e.g., 401(k), stock incentives, etc.)
Retirement Income Planning

Retirement Income Planning

  • Develop strategies to meet your retirement income needs
  • Implement beneficial Social Security claiming strategies
  • Coordinate RMDs to avoid IRS tax penalties
Comprehensive Web-Based Financial Planning

Comprehensive Web-Based Financial Planning

  • Comprehensive financial planning tailored to you
  • Goal monitoring and progress updates
  • Your own personal financial website
Family Wealth Planning

Family Wealth Planning

  • Provide estate tax analysis and reduction techniques
  • Identify and implement probate avoidance techniques
  • Coordinate estate plan beneficiary designations
  • Consult with your beneficiaries to minimize taxes
  • Consult with your estate planning attorney
Tax Planning

Tax Planning

  • Comprehensive tax return review
  • Annual tax projections and strategic planning
  • Dividend and capital gain planning
  • IRA and retirement plan tax monitoring
  • Proactive pre-tax retirement accounts advice
  • Strategies to minimize Social Security benefit taxation
  • Consult with your tax preparer
  • Monitor tax law changes
Client Services & Communications

Client Services & Communications

  • Provide you a personal financial website to track ALL of household assets – even those not custodied with us
  • Host semi-annual or annual reviews
  • Deliver additional informational financial tips
  • Maintain extensive network of professionals
Insurance Services

Insurance Services

  • Risk analysis of insurance needs and recommendations

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