Kevin T Howard Cpa-Pfs PA

Flying Cloud Money Management, LLC, a Registered Investment Advisory Firm, was established with the simple, yet powerful principle of prioritizing our clients' financial well-being. We strive to emulate the legendary clipper ship, Flying Cloud, which traversed the treacherous journey around Cape Horn to deliver crucial goods to California, setting a speed record that stands even today. Her success was a testament to meticulous design, strategic course planning, and the unwavering discipline of the crew. Similarly, Flying Cloud Money Management adheres to these principles to guide our clients towards their financial goals.

Our Focused Approach

At the heart of our philosophy lies a dedication to personalized service. Unlike firms with numerous clients and multi-layered structures, we believe in fostering direct, one-on-one relationships with each individual we serve. This allows us to truly understand your unique financial aspirations, challenges, and risk tolerance, enabling us to craft a tailored strategy that aligns perfectly with your needs.

Client-Centric Transparency and Expertise

We are committed to transparent communication, keeping you informed every step of the way. As a fee-only fiduciary, our compensation is directly derived from our clients, ensuring our interests are perfectly aligned. This removes any potential conflicts and empowers us to provide unbiased, objective advice that always puts your financial success first.

Our team comprises experienced professionals with a deep understanding of financial markets and investment strategies. We leverage our expertise to navigate complex financial landscapes, identifying opportunities and mitigating risks to help you achieve your long-term goals.

A Strategic Partnership for Your Financial Future

Working with Flying Cloud Money Management is not merely retaining a financial advisor; it's building a strategic partnership. We view ourselves as your trusted partners, dedicated to guiding you through the complexities of personal finance, ensuring your financial well-being is protected and nurtured for generations to come.

Comprehensive Service Offerings

We offer a comprehensive range of services designed to address all facets of your financial journey, including:

• Investment Management: Tailored investment portfolios designed to meet your risk tolerance, time horizon, and financial goals.

• Retirement Planning: Comprehensive retirement strategies encompassing asset allocation, income planning, and tax-efficient withdrawals.

• Estate Planning: Developing comprehensive estate plans to ensure your assets are distributed according to your wishes.
• Tax Planning: Minimizing tax liabilities through strategic financial planning and leveraging tax-advantaged accounts.

We are dedicated to exceeding expectations, providing unwavering support and guidance every step of the way.