Ian Southall

Ian Southall

Financial Consultant

Phone: 206-956-6297
Fax: 206-956-6202
Mobile Phone: 206-617-6781
E-mail:
 

I started my financial planning practice in 2013. Since then my practice has grown to focus on protecting assets from taxation, unexpected events, and the losses of key employees. A consistent process and uncommon knowledge through a coaching and education based model helps find the right combination of solutions for my clients.

While I’m willing to work with anyone that is serious about reaching their financial goals and lessening their overall tax burden, my specialty is working with entrepreneurs, executives and high income commission based salespeople.

I focus on serving the following groups.
• Business owners: 1-50 employees - Tech Oriented
• Entrepreneurs: Aggressive business owner that want tax efficiency short and long term
• C-level Executives: maximize employer plans, optimize stock purchase plans, tax efficient distribution plans

I have implemented a streamlined process of working with my clients that helps identify their needs and goals with respect to their busy professional and personal schedules. 

The areas that I bring value to my clients in are:

1. Managing Assets- is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth?
2. Risk management- where are you exposed, and what programs make sense to consider limiting your exposure?
3. Financial planning- you are doing a lot of good things, but do you know where that will get you? We can show you how you are tracking towards goals and what needs to be done to achieve these goals.

Expect to partner with me to take a holistic look at how your current accounts are positioned, discuss future flows into financial instruments, and determine if there are areas you are not taking advantage of.


When getting together, we talk about your top financial concerns, goals and objectives, show you how you can reduce taxes or eliminate them, take an inventory/evaluate your current financial assets, and answer questions to decide on the next step

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.