(703) 569-8363

Services

Our goal is to be invaluable in helping you work toward your financial goals.

Financial independence requires careful planning, active management and professional guidance. Financial decisions made today will have a profound impact in your future. It can make a difference between retiring early or delaying retirement; living the life that you dreamed of or just dreaming. Kassira Wealth Management, LLC can be an invaluable partner in your financial planning process.

SHORT TERM: GROWTH

Aggressively seek healthy portfolio growth irregardless of market conditions.

SHORT TERM: Quality of Life

Ensure there are retirement funds to live out your life in a way you deserve

SHORT TERM: Healthcare

Confidence in securing the absolute best care available for you and your family

SHORT TERM: Business

Establishing succession plans and transference of business assets for the longevity of your business

LONG TERM: Estate

Estate planning and multi-generational wealth distribution strategies

LONG TERM: Debts

Controllable tax and debt management planning and implementation

LONG TERM: Retirement

Having the security to enjoy the lifestyle you deserve, while mentoring future generations

LONG TERM: Giving

Ensuring that those individuals and organizations you are passionate about receive support

A personalized, multi-generational family first approach to wealth management.

Individuals & Families

Given the fact that true wealth management requires expertise from many different professional functions and activities. Being a client of Kassira Wealth Management means having access to experts in:

  • Legal
  • Accounting
  • Insurance
  • Tax
  • Investments
  • Business
  • Business start-up
  • Business consulting
  • Technology
  • Charitable Planning

Risk
Mgmt.
  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Long Term Care

Investment
Planning
  • Portfolio Management

  • Investment Analysis

  • Asset Allocation

  • Securities Brokerage Services

Retirement
Planning
  • Retirement Needs Analysis

  • Employer Sponsored Plans

  • Investment Policy Design

  • IRAs

Estate
Planning
  • Wills

  • Trusts

  • Tax Planning

  • Charitable Giving

Assist
Loved Ones
  • College Planning

  • Elder Care Financial Management

Small Businesses

For today’s small family-owned businesses and self-employed professionals, time is a precious commodity. The daily demands of managing and growing a business or a professional practice leave few hours for attention to financial planning techniques. As a result, this group achieves their financial objectives at a slower rate than they believe is desirable.

Kassira Wealth Management, LLC often can play an important role in the financial planning process. We can assist in a comprehensive financial analysis and planning or, on a selected basis.

Employee
Benefits
  • Health, Dental, Vision

  • Group Life Insurance

  • Group Disability Insurance

Group Retirement Planning
  • Pension Plans

  • Profit Sharing Plans

  • 401K

  • IRA

Executive
Fringe Benefits
  • Executive Bonus Plans

  • Split Dollar Insurance

  • Deferred Compensations

  • Stock Options

Business
Planning
  • Family Business Succession Plans

  • Buy - Sell Agreements

  • Tax Planning

  • Business Plan Development

  • Key Person Insurance