Financial Planning to Pursue Your “Why”
What’s your “why” behind your financial goals? We focus on what’s most important to you and build a custom financial plan to help you fulfill your “why.”
Whenever you step into our office, you have very specific reasons for being there. Nevin Samuy and his team are interested in those reasons, because that’s why we’re all here — to help you pursue your why. We focus on getting to know you and your specific end goals, so we can help you plan well and position you to fulfill your why.
Given his background in education, it’s no wonder that Nevin P. Samuy takes an educational approach and coaching perspective to the financial services he provides. We believe that through financial education, we can help empower you to make informed financial decisions and help you stay focused on your goals, regardless of market performance.
As a CFP®, Nevin Samuy has developed a process for financial planning and wealth management services. Based on years of education, training and experience. this process may be similar for each client, but the intended result is a lifelong plan that’s tailored to your needs and the focused strategies to help you pursue your why.
Through our team dedicating ourselves to your financial independence, we can create comprehensive strategies to help you move ahead. Our aim is to assist you in ongoing growth and long-term prosperity. Let's get started on your financial journey.
Nevin P. Samuy, is your trusted guide on your educational financial journey. With over a decade of experience as a Financial Advisor, Nevin has the tenured knowledge to help lead you towards success and live confidently in your financial decisions. Inspired by his teaching background on a Navajo Reservation in Arizona, he approaches financial planning with a balance between the heart of a teacher, and one of a financial coach.
[Nevin P. Samuy] offers a wide range of financial services designed to be personalized to meet the unique needs of individuals, families and business owners in the LA area and nationwide.
With a transparent and personalized approach, we can help you navigate the complexities of investing, retirement planning and tax strategies, while keeping you focused on your ultimate goals.
Our most popular service, financial planning is designed to help you build a stable financial foundation in every area of your life, for every stage of your life. We take an educational approach to help empower you to pursue your why.
We specialize in retirement and income distribution planning for individuals and couples, in LA and nationwide, who are nearing or living in retirement. We can help you optimize your benefits, plan distributions and minimize taxes.
Through tailored tax planning services, we can help you keep more of what you’ve earned and saved. We can also coordinate with your tax professional and other advisors to help ensure your strategies are carried out.
We can help you identify your areas of risk and assess your needs in order to determine appropriate types and amounts of coverage. Then, we can help you find the appropriate plans for your situation and budget.
An essential component of your overall financial plan, estate planning helps ensure your wishes are carried out, while protecting your loved ones and minimizing the impact of taxes on your legacy.
Begin your journey towards improving your financial literacy and making well-informed decisions about your finances by delving into our carefully curated resources.