Services: Financial Planning

Your goals

Planning and designing your future

Planning is the most important aspect of your financial life. We take as much time as necessary to make sure we understand what you and your family are trying to achieve. Whether it’s retiring comfortably, achieving financial independence while still young, or protecting wealth for the next generation, we’re here to guide you in the right direction.

Designing your financial plan

Planning your retirement

Retirement analysis

Insurance evaluation

Tax Optimization

Succession Planning

Financial planning

Our path and experience

Since our beginning we want to offer Uruguayan, Argentine and Brazilian families like yours, a better experience in managing their assets.

Good advice requires knowing yourself, your finances, your goals, your fears and your desires. All of this matters to us and we are going to invest the time necessary to understand you and build a long-term relationship based on trust.

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Years of experience as advisors

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Managed client assets

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Families trust in Nantas

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Customer retention

Financial planning

What does this service consist of?

Designing your financial plan

We believe in simplifying your unique and complex financial situation. To make it as simple as possible, we will design and keep up-to-date a one-sheet financial plan to guide you along the way. It summarizes your financial life in one place.

Planning your retirement

We design your retirement plan so that you can live off your assets throughout your life without running the risk of depleting your capital. This process includes:

Transforming your savings into predictable regular income

Designing and monitoring the success of your plan

Developing of an investment strategy in accordance with your plan

Adjusting your income during retirement for inflation, so you don't lose purchasing power

This planning will be a living process. We use advanced financial planning software to build the plan, monitor its status, adjust it to unforeseen changes in your life, and communicate the results with you clearly.

Retirement analysis

We review your retirement situation, considering the different sources of retirement that you will have in the future. We also add to the analysis other income that you may have, such as rents, pensions and dividends from your company.

By analyzing your entire financial situation we can determine the optimal strategy with your retirements that maximizes your income flow.

Insurance evaluation

Our insurance planning helps you maximize your protection and minimize the cost of coverage.We will guide you in understanding what insurance you really need and we will help you with purchasing it.

Tax Optimization

Our tax planning seeks to minimize your taxes today and during your retirement. The difference between having intelligent tax optimization and not having it can result in significant sums of money, affecting the results of your investments.

Succession Planning

Using various tools, we provide our clients with a succession strategy aligned with their goals and desires, making the transfer of wealth to the next generation flow in the best possible way.

Nantas

Investing in your peace of mind.

Taking control of your finances is taking control of your future.