So when it comes to your financial management, investments are only the foundation of the big picture. Panoramic’s Advanced Planning process will identify other areas in your life where attention and strategy may be needed. We will help you think through any future financial challenges, while collaborating with you to implement intelligent solutions.

Most financial advisors don’t attempt this type of sophisticated financial planning, or provide it only on a reactive basis.  But at Panoramic, we use our expertise to continuously strengthen your entire financial picture. In other words, we’ll help you address and create intelligent solutions for concerns like:


If I live to be 100, are my retirement savings going to last?

Do I have the financial means to pursue a career I am more passionate about?

Can I afford to send my kids to a great college?

If we go through another recession and the market crashes, will I be ok?

What’s the smartest way to give money to my family, my church, and the charities I love?

How do I counter-punch all these enormous taxes I pay?

Will my family be ok if I “kick the bucket” early in life?


If this sounds like what you’re looking for, then we’d love to meet up sometime.