Ananda Das
Wealth for a Meaningful Retirement ®
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Life Strategy Partners
Ananda Das
Tucson, AZ
Serving Clients Nationwide
Wealth for a Meaningful Retirement ®
Areas of Focus
- Compensation Planning
- Family and Money
- Financial Life Planning
- Getting out of Debt
- Inherited Wealth
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Tax-Smart Accumulation Planning
- Taxes
About Me
As a Fee-Only Wealth Manager specializing in clients accumulating wealth, I design tax-smart asset location plans, provide financial coaching, develop inheritance income strategies, conduct proactive tax planning, and optimize employee benefits.Ananda has dedicated 17 years to expertly guiding his clients in growing, maintaining, and transitioning their wealth. His strategic planning and advice have consistently empowered his clients to achieve their financial goals and fulfill their dreams. Over the years, Ananda has refined his wealth management skills and specializes in financial coaching, providing expert advice in areas such as tax-smart asset location planning, proactive tax planning, inheritance income planning, and employee benefit optimization.
Professional Designations
- Candidate for CFP® certification
Affiliations
-
Fee Only Network
- Financial Planning Association
- XY Planning Network
- Financial Planning Association
Primary Location
7400 N Oracle Rd Suite 150, Tucson, AZ. 85704
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Book Intro Call: Our 15 minute "quick call" aims to learn a little about you and the questions you’re hoping to address. If it sounds like we can help, we will schedule a complimentary "Getting Acquainted" meeting to dive deeper into your needs.Offers Investment Management
Yes
About our Firm
Life Strategy Partners, a fee-only wealth management firm in Tucson, AZ, is dedicated to serving clients locally and nationwide. Our comprehensive planning process is centered on your needs, aiming to enhance your financial well-being and life satisfaction. This process not only helps you clarify your values, priorities, circumstances, and aspirations but also assists you in shaping and creating your unique version of a Meaningful Retirement.We offer two proprietary Life Plans, each tailored to suit your specific life stage:
1) The "Accumulation" Life Plan 360® is intended for individuals more than ten years from retirement and in the accumulation phase of their lives. This plan focuses on Tax-Smart Asset Location Planning, Cashflow Optimization, Goal Planning, Pro-Active Tax Planning, Employee Benefit Optimization, Asset Protection Planning, Financial Coaching, and Inheritance Income Planning.
2) The "Retirement" Life Plan 360® is intended for individuals within ten years of retirement or retired and in the decumulation phase of their lives. This plan focuses on Tax-Smart Distribution Planning, Cashflow Optimization, Pro-Active Tax Planning, Social Security Optimization, Philanthropic Planning, Asset Protection Planning, Legacy and Estate Planning, and Planning the Journey into Elderhood.
Education
University of Arizona - Bachelor of Arts in Economics
Hobbies and Interests
- Cooking
- Exercising
- Family
- Grilling
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Healthcare Professionals
- Parents
- Physicians
- Technology Professionals
- Young Families
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