Investment Consulting
Investing with Confidence
Investing in the market can be overwhelming and confusing, but with proper guidance investing has great rewards. Our firm has nearly a decade of experience in guiding clients with their financial decisions. We are an independent registered advisory firm and have a fiduciary duty to our clients. Our advice is based solely on what is best for our clients and their unique goals. We are here to help you build and protect a long-lasting legacy.
Personalized Guidance
For the client who has a good understanding of personal finance, but needs personalized guidance when choosing the type of investment. There are no guessing games and we do not offer generalized advice, but advice catered to your specific goals and concerns. We do not chase the market. Our approach is unique to your goals, risk level, and needs.
The Process
- Initial 30 mins consultation to briefly discuss our services and your needs
- Detailed risk analysis evaluation to determine your investment style
- Official 2-hour conference to review and discuss investment goals
- Assistance with initial account set up at a brokerage firm, no minimum balance required
- A detailed list of specific recommendations in Stocks, ETFs, Index funds, fixed income, and mutual funds allocations for one account
Please note with our investment consulting service, we do not take custody of your funds nor do we monitor the account.
Our Fees
A one-time fee of $1,000.00 due at the signing of the contract.
