Every relationship with our clients starts with financial planning. We personally meet with you and help determine both your financial needs and long term goals. We leverage technology to provide you with a robust road map for your financial life. We will assist you in determining a viable path to meet your goals along with monitoring your progress. This can include things like saving for your children’s college fund or figuring how much to put in your 401k for retirement. We are also here to help implement your plan along the way, meaning this is a long-term partnership. We’re there for you every step of the way. Utilizing the MyWealth platform outlined below, we hope to provide you with tools so that you never feel left in the dark again about your personal financial life. Life and disability insurance as well as estate planning are typically considered with your financial, if necessary.
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F.I.G. invests client portfolio assets on a discretionary basis, meaning we choose the investments that we believe best suit your needs. Since all our investment services are offered on a transparent fee-basis rather than trading commissions, any concerns for conflict of interest can easily be curtailed. When it comes to investment management, portfolios are actively traded, unlike some firms that simply sell a product and do not continue to monitor or make adjustments to portfolios. Our portfolio manager is constantly monitoring, optimizing, and making adjustments to portfolios as necessary, giving you the peace of mind that someone is always watching your investments.
Now you can dynamically track your entire financial life, all with one central log-in. Easily monitor your bank accounts, credit cards, mortgages, real estate properties, investment accounts, 401(k)’s, insurance policies, and much more. Quickly set budgets that instantly import all your transactions from any of your accounts, easily labeling them to keep an accurate track on your finances. Run balance sheets and net worth statements or view projected cashflows all at the click of a button. Your personalized, updated financial plan can now be available at your fingertips. Best of all, it automatically updates nightly to make sure you are constantly informed.
Visit the Clientele page to learn how we may be able to serve you. It outlines general client demographics
and what services may be necessary to fit their needs.
Get the process started. Contact us for a free initial consulation.