Our Vision For Financial Planning
Do you love your job? Feel like you’ll work ’til you drop? Think your “golden years” should be now and the future? We agree, and our approach to financial planning can help make that a reality.
Traditionally, investment management and financial planning have been reserved for those who have already saved a significant amount of wealth. Additionally, they are often times close to retirement. Even for those further from retirement, they’re told they need to work hard and save as much as possible. Then they can retire and live out their “golden years.”
We break that mold using services designed to help those who may not have many investable assets yet. They want to balance their love of work with a desire to fully enjoy their life now, not just thirty years from now. Through our Financial Fitness program, we provide investment management and financial planning for today’s busy, driven, and passionate professionals. We are powered by Patriot Investment Management.