businessName
General
We provide comprehensive, financial planning and portfolio management to the mass affluent nationwide primarily by way of using virtual meeting capabilities. With the changing landscape, it is important to conduct business virtually while allowing for the same level of client engagement. We also provide advisory business consulting services for financial advisors. We help them with practice management, personal development, and business growth. We will also create a network of Certified Financial Planners nationwide that will be able to work with clients on a fee-for-service basis and generate online content, including webinars to provide education to potential clients.
