Finance is more than
a slew of numbers.
It’s about you – your hopes, your dreams, your future.
Your investments are intertwined with your identity and the wellbeing of your loved ones and the world around you. They exist as an extension of you—representing all you’ve worked for, who you are today, and where you want to go tomorrow. They are part of a broader portfolio: a life portfolio.
Sure, we at Buoyant Financial understand forecasting models and outlooks, volatilities of financial climates, the ebbs and flows of the markets, but we also understand people and the importance of personal relationships.
Formulating a cohesive financial plan starts with you.
To make a difference for your life, your family, and your futures, we work to grow and preserve your current position, considering all aspects of your financial and personal goals; retirement needs, family support needs, and any desired support of charitable organizations.
If you’ve talked with other financial planners or advisors, you’ll see quite a few differences at Buoyant. We don’t offer a pre-determined set of investment options: personal, customized solutions to help prepare you for your financial needs now, and in the future.
Our approach allows for the creation of a healthy, dynamic, flexible plan for your financial management and retirement plans; based on your individual situation.