Life In Balance Enjoy Today | Plan Tomorrow | Invest SMART

General Info

We are an independent, fee-only, wealth management and financial planning firm located in Pembroke Pines, Florida. We didnt just pick our name out of a hat: our investment philosophy is supported by sound academic research, historical precedent and by faith in the capital markets. And because we are fee-only, we arent motivated by commissions or sales quotas. Helping you reach your financial goals is our only goal

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Financial Planners, Inventory Service, Investment Advisory Service, Investment Management, Investments

Services/Products

What is involved in Financial Planning and Investment Management that we do for clients? :Goal SettingRisk AssessmentInvestment AnalysisRetirement PlanningEducation FundingBudgetingTax Efficient Investment PlanningEstate PlanningInsurance PlanningCharitable GiftingInvestment PlanningAccount Setup and Asset TransfersRebalancing and ReportingProgress ReviewsCoordination with Other Professionals

Brands

Charles Schwab

Accreditation

Charles Schwab

Other Link

RIA located in Pembroke Pines, Florida