info@fiatluxfp.com 102/B Soltek New Elephant Road, California, USA
Contact Info
- Chicago 12, Melborne City, USA
- (+001) 123-456-7890
- Example.com
- Week Days: 09.00 to 18.00 Sunday: Closed
Our Service
- Home
- Service
SERVICES WE PROVIDE
Engaging Consulting Exceptional
Business Solutions
Executive Compensation
Maximize workplace benefits, optimize deferred compensation plans, and strategize for long-term wealth growth.
Real Estate Planning
Investment property analysis, downsizing strategies, and home equity planning tailored to your financial goals.
Investment & Portfolio
From asset allocation to concentrated stock strategies—guiding you toward a diversified and growth-focused portfolio.
Equity Compensation
Make the most of your stock options, RSUs, ESPPs, and executive benefits with smart tax-efficient...
Retirement Planning
Plan your future with confidence—strategies for asset accumulation, spending, real estate, and more.
Risk Management
Risk ManagInsurance analysis and recommendations to protect you, your loved ones, and your assets.ement
Tax Planning
Proactive tax strategies to optimize your savings, minimize liabilities, and plan for the future.
Estate Planning
Guidance on wills, trusts, and charitable giving strategies, plus referrals to estate attorneys.
Cash Flow & Savings Strategies
Budgeting, major purchase analysis, and strategies to grow your wealth effectively.
Why Choose Us
Why Fiat Lux Financial Planning?
We believe financial planning should be transparent, accessible, and tailored to your life’s unique goals. Here’s what sets us apart:
- Professional, Experienced Advisors
- Customized, Unbiased Strategies
- No Account Minimums or Product Sales
- Transparent, Fee-Only Pricing
Testimonials
What They’re Saying
About Us
At Fiat Lux Financial Planning, we prioritize clarity, integrity, and personalized financial guidance. Our clients trust us to provide transparent, fee-only financial planning that empowers them to take control of their future. Here’s what they have to say about their experience working with us:
“Kate and her team made complex financial decisions feel simple. Their expertise helped me maximize my stock options and save on taxes.”
David Martinez
“I love the fee-only model! No pressure to invest with them—just honest, valuable financial guidance that has given me complete peace of mind.”
Sarah Johnson
“Fiat Lux Financial Planning has been a game-changer for me. Kate provided clear, actionable strategies for my equity compensation and retirement planning. Highly recommend!”
Michael Thompson
Contact Us
Get in Touch with a Trusted Financial Advisor
Whether you have questions about retirement, investments, or financial planning, we’re here to help.
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Call us anytime:
+1 (123) 456-7890
Email Us:
info@fiatluxfp.com
Our Location:
102/B Soltek New Elephant Road, California, USAGet In Touch with Consalt
Let’s Talk About Your Financial Future
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Ready to take control of your finances? We’re here to help you plan for success—on your terms.
