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6710 Winkler
Rd. Suite 3
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Managing Client Needs with Care, Professionalism, Integrity and Timeliness. |
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Financial
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CUSTOM
FINANCIAL PLANNING, Inc. is an independent, fee-only, no-commission, registered investment advisory firm. We provide personalized assistance to help our clients address their unique circumstances. Services range from the design and implementation of investment plans, investment policy statements, comprehensive financial plans, review of any financial question, or simply to help adjust to a life change. Our business is to help people manage their lives to the fullest. People hire us as their CEO ...to put THEIR interests first. WHY WE ARE UNIQUEOur lack of affiliation with any Broker/Dealer, Insurance company, or other product provider, enables us to remain independent and unbiased. Since our compensation is client advisory fees and not sales commissions, clients know that our investment recommendations are objective …our only allegiance is to our client. This “Client First” philosophy helps clients’ achieve financial ‘peace of mind,’ by developing trust based on fairness, quality service and knowledge. Our clients are usually individuals who have little desire to manage their financial affairs on a daily basis, wish to simplify their lives, and want a long-term relationship to achieve that goal. They are motivated to seek out a professional advisor, not a sales representative. They understand the difference between financial sales and financial advice, and truly value the benefits of the latter. We NEVER take custody of client assets. Client's maintain them at unaffiliated custodians, such as Charles Schwab & Co., TD Waterhouse, Fidelity, or elsewhere. We welcome the opportunity to discuss your experiences and look forward to earning your trust. FREE CONSULTATION There is no charge for an initial consultation with our firm. We listen, analyze and report findings in an action plan designed for the client. We are prepared to provide any level of support requested, and document the terms of engagement in advance of work being performed. Depending on client needs, we can work on an hourly basis, a project fixed-price, or percentage of investment assets under management. The choice of method is determined by client needs. FINANCIAL PROFESSIONALS ONLY CUSTOM FINANCIAL PLANNING offers financial planning and asset management services directly to CPAs, attorneys and other financial and estate planning professionals, who work on behalf of their clients. If our services can help your firm provide a cost effective solution for your client needs, select this link for more information. SOLICITATIONWhereas the firm maintains client relationships with persons outside the state of Florida, most are residents or regular visitors to the state. Information provided on this website may address our philosophy and advisory services, and is intended for the exclusive use of clients and potential clients in Florida only. This should not be construed as a solicitation to offer services in any particular state other than Florida. If you would like more information how our financial planning and asset management services might help you, please click on our email link below and enter "Send information" in the header of your email. |
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Our Goal is To
Contribute to
our Clients'
Success
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