Natural Financial Solution
Let’s make a plan with our Natural Financial Solution, a five step guide through the financial planning process. Our team of financial experts will bring their many years of experience and know-how to help you attain your financial dreams.
achieving your financial dream
This is the starting point of our relationship where we learn more about you, your dreams, and your financial priorities. We begin to gather your investment information to create a financial snapshot.
Your Money Profile
finding your money personality
This fun quiz is to help you discover your financial personality toward money. Are you the Wealth Amplified! Champ®, the Wealth Amplified Tortoise®, the Funster®, the Chess Master®, or the Whirlybird®? Remember, there are no wrong answers, only your answers!
Tiered Spending Plan
closing the income gap
Are you on the right path toward achieving your dreams? We will develop a new financial snapshot of your life by evaluating your current wealth and your future wealth both upcoming and later in life.
Investment Advisor versus Stockbroker
Oftentimes, when someone searches for information or obtains advice from an “expert” about financial matters or financial planning strategies, they’re given only a partial view of their full financial picture.
Why is this? Well, in the financial services industry, there are generally two ways of obtaining financial advice: one is given by Stockbrokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times, while stockbrokers do not.
This important difference between Investment Advisors and Stockbrokers is illustrated in a survey recently conducted by TD Ameritrade:
Know Investment Advisors have an obligation to act in your best interest
Believe falsely that Stockbrokers have a responsibility to act in their best interest
Preferred an Investment Advisor because of greater investor protection
Speak with a Investment Advisor
A Fee-Based Advisory Firm
We’ll provide a third party analysis of your current investments, personalized income projections, and ideas for immediate implementation. We look forward to your initial visit and to helping you reach your financial goals.