Comprehensive Financial Planning

and Investment Advice

with Bitcoin, Cryptocurrency,

and Digital Assets

Achieve Financial Freedom through the Future of Finance

BITCOIN, CRYPTO, DIGITAL ASSETS, & DEFI

The Future is Right Here

Bitcoin and cryptocurrencies (referred to here as digital assets) can be an important part of a modern financial plan. Escient Financial will help you understand if, where, and how digital assets can effectively help you accomplish your goals. Digital assets bring great opportunities, but potentially higher risk and more complexities to navigate, so it's important to have a full understanding of the entire digital assets landscape. That's why Escient Financial is the best advisor for you if you want to include digital assets in your financial plan and investment portfolio. With Escient Financial you get...

Planning

Integrate digital assets and into your financial plan to help improve the risk-adjusted performance of your investments, achieve your goals, and include them in your estate and tax plans.

Advice

Receive advice you on whether digital assets and cryptocurrency should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield, and more.

Education

Learn CeFi and DeFi, purchasing, selling, transferring, and managing cryptocurrency, how to spend crypto, and the risks involved with digital assets and cryptocurrency.

Monitoring

Receive advice you on whether digital assets and cryptocurrency should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield, and more.

Bitcoin, Crypto, & Digital Assets Planning Focus Areas

Purchasing, Selling, Trading Crypto

Spending & Transferring Crypto

Self-Custody of Crypto & Digital Assets

Crypto Portfolio Construction

Crypto Portfolio Analysis

Direct Crypto Investments

Indirect Crypto Investments

Ecosystem Investments with Stocks & Funds

Centralized Finance (CeFi)

Decentralized Finance (DeFi)

Lending and Borrowing Crypto

Crypto Mining

Earning Yield with Crypto

Staking and Yield Farming

Tax Planning with Crypto

Estate Planning with Crypto & Digital Assets

Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

Get Escient Financial's Guide to Crypto Custody

Escient Financial's Guide to Crypto Custody provides an overview of the custody options for digital assets and cryptocurrencies, with advantages, disadvantages, and risks. There is also an overview of wallet types, tips on what to consider when choosing a wallet, and more. All you have to do is subscribe to Escient Financial's Insights Newsletter and you'll receive the free download. Click or tap on the image below to get the guide now.

Get Started with a FREE Introductory Meeting