Protecting Your Interests, Guiding Your Future
At Trailhead Planners, we're a team of passionate and dedicated professionals who believe that financial planning should be a journey, not a chore. We're a small, fee-only fiduciary firm that prides itself on providing comprehensive, tax-focused financial expertise to our clients. Our mission is to empower individuals and families to achieve their long-term financial goals while creating a sustainable, resilient, and tax-optimized financial plan.
Our Services
We take a holistic approach to financial planning, combining our expertise in risk mitigation, tax optimization, and socially responsible investing to create customized financial plans that align with our clients' values and goals. Our services include:
- Trail Mapping: We'll work closely with you to create a resilient, tax-focused retirement strategy that helps you celebrate your legacy while enjoying a fulfilling retirement.
- Obstacles & Opportunities: We'll help you navigate the obstacles and opportunities that come with managing your wealth, including mitigating risk and reducing overall tax expense.
- Deliver, Embark, and Implement: We'll deliver and implement your custom-designed tax-savvy plan, supported by an ongoing guided wealth management service to keep you on track.
- Annual Review: We'll meet with you regularly and update your written financial plan annually to ensure your plan remains aligned with your goals and objectives.
- Trail Safety and Assurance: We'll review your insurance and estate plans to ensure they align with your financial goals and objectives.
Our Team
Our team is comprised of experienced and dedicated professionals who are passionate about helping others achieve financial peace of mind. We take the time to understand our clients' unique goals, values, and aspirations, and we're committed to providing personalized service that exceeds expectations.
Socially Responsible Investing
At Trailhead Planners, we believe that investment decisions should align with your values and goals. That's why we offer socially responsible investing (SRI) and environmental, social, and governance (ESG) factors in your investment portfolio. We can help you create a personalized investment portfolio that honors your deeply held values while still meeting our rigorous diversification and risk-management standards.
Key Services
- Tax Planning: We'll help you identify planning opportunities and strategies to minimize your lifetime tax bill and maximize your net worth.
- Retirement Planning: We'll create a comprehensive plan to help you achieve a fulfilling and secure retirement.
- Investment Management: We'll help you create a customized investment portfolio that aligns with your goals and risk tolerance.
Blogs and Resources
We believe that financial education and literacy are essential for making informed financial decisions. That's why we've created a collection of informative blogs and resources on topics such as tax planning, retirement planning, and socially responsible investing. Our goal is to empower our clients and the wider community with the knowledge and tools they need to achieve their financial goals.
Financial Planning Services
The reviewers unanimously praise Bill Mulvahill and his team at Trailhead Planners for their excellent financial planning services. The team's expertise, personalized approach, and commitment to evidence-based decision-making have resulted in impressive returns and a sense of confidence among clients. Clients appreciate the team's ability to create a diversified plan that takes into account their individual financial needs and goals.
Communication and Organization
The reviewers also commend the team's frequent communication and organizational skills. Bill Mulvahill is described as being highly knowledgeable, personable, and organized, making clients feel confident in their financial decisions. The team takes the time to understand clients' thoughts and needs, including tax implications, and builds these concerns into their discussions.
Investment Approach
The reviewers highlight the team's investment approach, which is low-cost and effective. The team's use of evidence-based market trends and history has resulted in good returns and a sense of security among clients.
Overall Experience
The reviewers' overall experience with Trailhead Planners has been highly positive. Clients feel valued as partners, not just clients, and appreciate the team's willingness to listen to their concerns and needs. The reviewers would highly recommend Bill Mulvahill and Trailhead Planners to anyone seeking financial planning services.
