“Most People Spend A Lifetime Working To Make Money. Instead, Make Your Money Work For You.”
– Bill Kan
Making sense of money is in itself a full-time job. Much of your time is already devoted to your actual full-time job. It is no surprise that money is one of the top causes of anxiety and stress. This is where we come in. It is our full-time job.
Candent helps you gain clarity about your money, wealth and your lifestyle, and how all these pieces fit together. Our holistic planning process helps you connect your today with your tomorrow while bringing complexities such as taxes, insurance, and tradeoffs needed to make your goals a reality. Oh yes, life happens and presents surprises that can throw plans off course.
What our process does is let us guide you on how to make your money work for you so you can grow your wealth. Making money work for you is simple to say, but not always simple to do. Start by saving. Invest the savings in something that is expected to increase in value. Finally let time do its magic with compounding to grow savings into meaningful wealth. Give time a chance to work for you.
At Candent, investment management goes beyond the rudimentary routine that is common. We are active in managing risk, aligning your portfolio to your needs, reviewing opportunities that can be beneficial, harvesting losses and gains for tax efficiency, managing distribution strategies, anticipating liquidity events, and more.