“KNOW THE WAY BROADLY,
AND YOU WILL SEE IT IN ALL
THINGS” – MIYAMOTO MUSASHI,
a Samurai and Philosopher

At Amida, the single goal for each of our clients is to do everything in our power to help them realize and live the wealthy life of their choosing.

There are many potential actions and ways to plan for the various stages of one’s financial life and legacy. Amida can help you realize your richly lived life through any or all of them.

Lifestyle

Creating a life map involves a close review of personal lifestyle and an assessment of environmental factors affecting your finances. Lifestyle planning examines how to find balance in lifestyle choices and environment to help an individual enjoy the journey.

We work together with you to discover a clear vision for your financial future and design the path forward to achieving your goals.

Money

It is essential to understand where your money is going before you can begin to save and build a wealthy life for yourself.

We look at how you allocate your financial energy – in the form of money – to ensure your best life now and in the future.

Investments

We create investment strategies that reflect your risk tolerance, time horizon, and goals. Equally important are your personality, beliefs, and passions. We move beyond the typical and tap into the power of perspective. We apply rigorous care and attention to identify opportunities that others might miss. We see risk, as well as value, where others may not.

Our strength is in our resources, all designed to help you build a portfolio that does the most good with your investment dollars.

Taxes

Understanding tax strategies and managing your tax bill is a vital part of any sound financial approach. Perhaps some taxes can be deferred, and others can be managed through tax-efficient investing.

With careful and consistent preparation, we work side by side with your tax advisor to develop advanced proactive strategies to manage and mitigate your taxes. We craft tactical approaches to ensure the most beneficial timing of income and deductions, and to help you manage the impact of taxes on all your financial efforts.

Financial Independence

It is essential for us to help ensure that you will be able to live comfortably and independently later in life. Amida can help you estimate how much money you will need – and how to save it – to continue living a wealthy life for many years to come. We help you design a plan which allows you to live the life that you envisioned.

Financial independence can be a period ofre-discovery of beauty and gratitude in people’s lives. They are free to experience and savor the art of living in this season of life. The freedom to pursue new dreams and goals is empowering and stimulating.

Insurance

Insurance transfers the financial risk of major life events to an insurance company. A sound insurance strategy – which may include life, disability, long term care, liability, business overhead insurance – can help protect your family and those who matter the most from the financial consequences of those experiences.

We believe that insurance protects the things you can’t afford to lose, and our on-going assessment as you progress in life allows us to personalize this valuable tool specifically for you.

We will help you identity the obstacles and prepare for them. We look at insurance as a tool to help you get to where you want to be.

Legacy Planning

Your legacy is more than just your money. It includes your life experience and knowledge.

Legacy planning incorporates your physical assets, but also some of the larger lessons you wish to pass on to your heirs.

Legacy planning is more than estate planning. It incorporates an effective estate planning strategy that allows you to manage your affairs during your lifetime and ensure that your wishes are carried out once you are no longer here.

A strategy to continue impacting the world through causes you value is another piece of your legacy to consider.