What does the term "Financial Planning" mean for me?
It used to be that a "financial advisor" was someone who simply managed your investments. Well, times have changed, and we at OCTO Capital Wealth Management think our clients deserve more. We help organize and simplify the complex by providing financial planning for all of life's needs including retirement, investments, taxes, estate, and insurance.
Our Wealth Planning Review process is designed to help you by focusing on six key areas of your financial life
HEALTH CARE PLANNING