Investments

 

Grow, Protect, and Manage Your Wealth

Do you ever wonder:

  • wallstreet1-300x201Do I buy individual stocks, mutual funds, ETFs, Treasuries, commodities, gold, or just leave my money in my savings account?
  • How much am I really paying for my investments?
  • What are the tax implications of the investments I select?
  • Which investments should I hold in my retirement accounts instead of my brokerage accounts?
  • Are my investments properly diversified?
  • Do my emotions drive my investment decisions sometimes rather than objective analysis?

Our investment advice is integrated fully with your comprehensive financial plan.  This gives you the security and confidence that you have the best investment strategy for meeting your wealth goals.

Read how Functional Asset Allocation helps us give better investment advice.

Fiduciary + Fee-Only + Comprehensive = Objective Advice

We hold ourselves to these standards:

  • Fiduciary: We are legally obligated to act in good faith and to put your interests ahead of our own.  As fiduciaries, we make full written disclosure of any conflicts of interest which may compromise our impartiality.
  • Fee-Only:  We receive no compensation contingent on you acting on our advice.  As Fee-only advisors, we do not sell financial products or receive commissions.  Thus, we receive no benefits from the investment choices you make.
  • Comprehensive: We provide investment advice based on your goals only after considering all your financial risks, your taxes, and the rest of your financial plan.

Contact Essential Financial Strategies to discuss your goals and concerns for growing, protecting, and managing your wealth.  Our professional, objective investment advice may be just what you’ve been looking for.

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