Levanta Wealth Strategies, LLC.
Joel A. Gomez,
Our Firm
We are a financial practice that specializes in holistic financial planning* taking into account all aspects of an individual's or family's financial life and goals. Rather than focusing solely on isolated financial aspects such as investments or insurance, holistic financial planning* considers a wide range of factors including income, expenses, savings, debt management, retirement planning, tax strategies, risk management, estate planning, and even personal values and aspirations.
*Fee- based financial planning offered through Eagle Strategies LLC A Registered Investment Advisor.
Articles
7 questions to ask a financial professional
Finding the right financial professional can feel daunting. Whether you find potential financial professionals via a referral or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.
3 reasons the human element is still important for financial guidance
From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.
Simple ways for small businesses to provide financial wellness programs for their employees
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
Starting a family the total cost of a baby in 1983 versus today
Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared with 1983, and advice on how to manage the expense.
4 Ways to protect wealth while you build it
Risk is inseparable from return, and every investment involves some degree of risk. If you invest in assets like stocks and bonds, you will almost inevitably be exposed to risks like market volatility and downturns.
