We help individuals, families and business owners reach their goals. We partner with you to establish an action plan and then we help you stay on track to achieve your financial goals.
Many financial decisions are not easy to make or execute. We explain the pros and cons of different options to help you make the best decision for your situation. Our clients realize how valuable it is to have a financial plan that identifies their goals and a partner who helps ensure that these goals are on track to being achieved.
We are not affiliated with or compensated by any investment firm, mutual fund company or insurance company. This allows us to research the best solutions for your needs regardless of the company offering them.
As a Registered Investment Advisor (RIA), we have a responsibility to act as a Fiduciary to our clients. This is a much higher standard of care than most major brokerage firms require. Make sure to ask anyone offering you advice if they are held to a Fiduciary standard.
We offer objective financial advice and specialize in explaining the pros and cons of making different financial recommendations to help you to make the best decision for your situation.
Our investment management fees are consistently lower than major brokerage firms. We are compensated solely by fees and not by commissions. Our focus is on helping you secure your financial future.
Financial Futures is an independent, fee-only personal financial planning and investment management firm. We are compensated solely through direct fees paid by our clients. We do not accept commissions or any payments from brokerages, custodians, attorneys, insurance agents, or mutual fund companies.
This fee-only structure allows us to deliver objective advice – unencumbered by product-driven commissions and uninfluenced by outside compensation sources. Financial Futures does not sell any products – only our services.