Financial Planning

When selecting your financial advisor, there are a lot of factors to consider. You want a partner who has deep industry knowledge from years of experience. You want to know that your advisor will be objective and specific to you and your needs. You’ll want to connect, both professionally and personally with them. You want a team that gives you their best, every time. What it really comes down to is that you want to know that you’re aligning yourself with a partner you can really trust!

Pelican Family Office is a proactive and strategic financial planning firm. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.

Whether you need to develop a winning retirement strategy, are making sure you’re covered for that next big life changing event or need to plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.

We will help you proactively plan out what steps you need to take to avoid financial or business problems, save you money, and lay a foundation for financial growth—both for businesses and individuals.

Learn more by contacting us here.

Are you using the right resources? Do you have a team of folks working from their individual silos or are they truly synergistic? It's a key question these days by most business owners. By making the right decisions today, following a logical approach to strategic growth planning, waste, and inefficiency, you can dramatically increase your chances of maximizing business potential and transition down the road to get what your business is fully worth.

When is the last time you had your CPA, financial advisor, stock broker, banker, real estate expert, attorney or insurance agents in one room all together to make sure the sum of all parts are aligned and not disconnected or not integrated optimally? The role we serve is to coordinate all the moving parts using a proven process that keeps the forward momentum of wealth heading forward, protected against lawsuits or creditors, and keeping your plan simple and easy to update, change, or enhance.

Our team offers and develops tailored, innovative, comprehensive solutions for specific client business needs. We enable clients to benefit from industry professionals’ unique experiences, perspectives, knowledge of industry business issues, and technical expertise to help them focus on the pressing needs of their businesses.

We're looking forward to working with you.

How To Get Started

If you’d like to receive more information about our tax preparation and planning services, please contact us to setup a quick introductory call to see how we can help you.