Liquidity

Liquidity

Once we have confidence of income, we want a second tier of separate, liquid assets. This is money you don’t need for income.  Money you can spend on opportunities or problems that pop up.  If we don’t use it, it transfers to the next generation.  We discuss what might you want it for, where should you put it?

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There’s a conversation about your retirement that may be worth having.

No pitch. No obligation. Just a focused conversation about your retirement income, your family, and your plan.

There’s a conversation about your retirement that may be worth having.
At Legalist Always
No pitch. No obligation. Just a focused conversation about your retirement income, your family, and your plan.
Meet all team

Dan Tasciotti

Financial Advisor

Why Clients Rely on Us

Specializing in business, entertainment, employment, and conflict resolution, we advocate for entrepreneurs and stakeholders.

FinVision
Sarah Mitchell

Small Business Owner
Legalist Always has been an invaluable partner in navigating the complexities of business law.
CreativaLab
David Kim

Creative Director
Legalist has always been a trusted resource for navigating the legal intricacies of the creative industry.
Euretech
Michael Chen

Entertainment Producer
Euretech has been a game-changer in streamlining our production processes and enhancing creative efficiency.
Kumodo
Laura Gomez

Entrepreneur
Kumodo has been a trusted ally in turning innovative ideas into successful business ventures with expert guidance.

Connect With Dan

If you are headed toward retirement, want to spend freely, not lose what you have, send less to the IRS, and leave more to the next generation, I can help.
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