Escient Financial
provides the Best Financial Services to
Build Your Future so you can
Live the Life You Want to Live
THE VALUE OF ESCIENT FINANCIAL
Relationships
Escient Financial will help you achieve the best life possible by working in concert with you. To make this possible, Escient Financial takes the time to clearly understand your background, philosophy, needs, and objectives to work collaboratively with you. That's Escient Financial's way...
Organization
Escient Financial will bring order to your financial life by assisting you in getting your financial house in order. From investments, insurance, taxes, and your estate to household cash flow.
Objectivity
Escient Financial will bring insight from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any potential conflicts of interest.
Education
Escient Financial will explore what specific knowledge will be needed to succeed in your situation by thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Accountability
Escient Financial will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Proactivity
Escient Financial will work with you to anticipate your life transitions so you can be financially prepared for them. By regularly assessing any potential life transitions that might be coming, together we can create the action plan necessary to address and manage them ahead of time.
Building Your Future... Together
REAL COMPREHENSIVE FINANCIAL PLANNING
Determine Your Goals
Receive a Personalized Financial Roadmap
Develop and Implement a Long-Term Strategy
Feel More Confident about Financial Decisions
REAL FINANCIAL PLANNING FOCUS AREAS
Business Planning
Cash Flow & Budgeting
Debt Management
Education Savings
Emergency Fund
Employee Benefits Optimization
Estate Planning
Financial Possibilities & Goals
Insurance Planning
Investment Analysis
Net Worth Tracking
Purchasing a Home
Real Estate Investments
Retirement Planning
Risk Management
Social Security Planning
Tax Planning
INVESTMENT ADVISORY & MANAGEMENT
Personalized Investment Allocation
Long-Term Strategic Approach
Diversified Portfolios
Reduced Expenses & Fees
Tax-Efficient Portfolios
Investment Education & Instruction
DIGITAL ASSETS – BITCOIN & CRYPTO
The Future is Right Here
Bitcoin and cryptocurrencies (referred to here as digital assets) can be an important part of a modern financial plan. Escient Financial will help you understand if, where, and how digital assets can effectively help you accomplish your goals.
Although they currently can be highly volatile, digital assets bring great opportunities, but potentially higher risk and more complexities to navigate. Regulations aren't as transparent as they could be, so it's important to have a full understanding of the entire digital assets landscape to take advantage of the best opportunities and minimize the pitfalls. That's why Escient Financial is the best advisor for you if you want to include digital assets in your financial plan and investment portfolio. With Escient Financial you get...
Management
Escient Financial recognizes that digital assets can be confusing, complicated, and difficult to use and invest in. To allow clients to take advantage of investing in digital assets, Escient Financial utilizes Onramp Invest, a Securitize company, for managing client's bitcoin, crypto, and digital assets on Gemini.
Monitoring
Even if Escient Financial isn't managing your digital assets, it's important to properly monitor your investments. Through Onramp Invest, you can link your Coinbase and Gemini accounts so that Escient Financial can monitor all of your investments as part of your comprehensive financial plan to help ensure you stay on the right track toward achieving your goals.
Planning
Integrate digital assets into your financial plan to help achieve your goals, and include them in your estate and tax plans.
Advice
Receive advice you on whether digital assets should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield on your crypto, and more.
Education
Learn purchasing, selling, transferring, and managing digital assets, how to spend crypto, CeFi, DeFi, and the risks involved with digital assets.
Digital Assets Planning Focus Areas
Purchasing, Selling, Trading Digital Assets
Spending & Transferring Digital Assets
Self-Custody of Digital Assets
Digital Assets Portfolio Construction
Digital Assets Portfolio Analysis
Direct Digital Assets Investments
Indirect Digital Assets Investments
Ecosystem Investments with Stocks & Funds
Centralized Finance (CeFi)
Decentralized Finance (DeFi)
Lending and Borrowing Digital Assets
Digital Assets Mining
Earning Yield with Digital Assets
Staking and Yield Farming
Tax Planning with Digital Assets
Estate Planning with Digital Assets
Investing in digital assets involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.
Get Escient Financial's Guide to Crypto Custody
Escient Financial's Guide to Crypto Custody provides an overview of the custody options for digital assets and cryptocurrencies, with advantages, disadvantages, and risks. There is also an overview of wallet types, tips on what to consider when choosing a wallet, and more. All you have to do is subscribe to Escient Financial's Insights Newsletter and you'll receive the free download. Click or tap on the image below to get the guide now.
