Our Available Services
At the core of Thirteen Twenty-Two Advisors' services is The LegacyBridge Framework. This approach serves as a guiding light for clients, helping them navigate life's uncertainties and build a lasting legacy. Let's delve into the various facets of this framework, each accompanied by a relevant scripture.
Thirteen Twenty-Two Advisors understands that life is unpredictable. Through thorough risk management strategies, the firm helps clients identify, assess, and mitigate potential risks to their financial well-being. By implementing tailored solutions, clients can face the future with confidence, knowing that their financial foundation is secure.
Proverbs 27:12 – "A prudent person foresees danger and takes precautions. The simpleton goes blindly on and suffers the consequences."
Wealth management is more than just accumulating assets—it's about ensuring those assets align with your values and long-term goals. Thirteen Twenty-Two Advisors takes a holistic approach, considering not only financial objectives but also personal aspirations.
Proverbs 10:22 – "The blessing of the Lord makes a person rich, and he adds no sorrow with it."
Steady income is the cornerstone of financial stability. Thirteen Twenty-Two Advisors develops comprehensive income plans that consider various income streams, tax implications, and investment strategies.
Philippians 4:19 – "And my God will meet all your needs according to the riches of his glory in Christ Jesus."
Navigating the intricate landscape of tax regulations is crucial for preserving wealth. Thirteen Twenty-Two Advisors' tax planning services go beyond mere compliance, focusing on strategic initiatives to optimize tax efficiency.
Romans 13:7 – "Give to everyone what you owe them: Pay your taxes and government fees to those who collect them, and give respect and honor to those who are in authority."
For those who value family and belonging, legacy planning is a natural extension of their financial journey. Thirteen Twenty-Two Advisors assists clients in articulating their legacy goals, whether it involves passing on wealth, supporting charitable causes, or leaving a meaningful impact on future generations.
Proverbs 13:22 – "A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous."
Effectively managing debt is essential for financial well-being. Thirteen Twenty-Two Advisors works with clients to develop prudent debt repayment strategies, enabling them to reduce financial burdens and free up resources for wealth-building and other financial goals.
Proverbs 22:7 – "The rich rule over the poor, and the borrower is slave to the lender."
Entrepreneurs and business owners face unique financial challenges. Thirteen Twenty-Two Advisors provides specialized services tailored to the needs of businesses, including succession planning, risk mitigation, and strategic financial management.
Ecclesiastes 4:9 – "Two are better than one because they have a good return for their labor."
Thirteen Twenty-Two Advisors, inspired by timeless values, brings a refreshing perspective to financial planning. Through the LegacyBridge Framework, the firm empowers clients to navigate life's uncertainties while aligning their financial decisions with their deepest values. As a beacon of stability, Thirteen Twenty-Two Advisors stands ready to guide clients on a journey toward lasting prosperity and a meaningful legacy.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.