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Making money is hard work; making it grow shouldn’t be. Simplify your financial life, with help from Houlihan Asset Management. Our approach is objective, independent and, client centered.
Houlihan Asset Management, LLC is a Fee-Only Registered Investment Advisor and financial planning firm. We offer practical financial advice and prudent investment management. Fee-only means that Houlihan Asset Management receives no commissions from the investment options we propose. This ensures that there are no hidden costs or inherent conflicts in our counseling. We advocate complete transparency.
Houlihan Asset Management is a member of the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only firms. We help you clarify your goals. As tax and investment professionals, we’re uniquely qualified to focus on your entire financial picture, including assisting you with financial goals. Once your goals are established, the CPAs and CFP on our staff work with you to design an investment plan to achieve those goals. We believe in client education so you not only understand your financials, but are also empowered to make more informed decisions about them.
Our product is financial planning; what we sell is a simpler lifestyle. Options and choices are usually a good thing but, in the financial world, options can be overwhelming. We sift through the myriad of investment options and suggest those that best fit your needs. We then implement, monitor and adjust as needed.
Houlihan Asset Management provides the following services:
- Cash flow and budgeting analysis
- Assistance with personal finances
- Investment management and trust services
- Tax planning and preparation
- Insurance consultation
- Stock option analysis
- Estate planning and administration
- Charitable gifting techniques
- Retirement planning including IRAs and company-sponsored employer plans
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