About
My typical client is a mid to senior level manager or executive in the medical or engineering industry, a family business owner, or a family who is looking to make smart choices about money. Services include: - Financial review - Tax strategies - Risk and ALL insurance review - Investment accounts: 529 college savings, IRA’s, Roth, 401k, 403B, 457’s, individual, inherited - Estate planning review - Retirement income planning As an independent and fully licensed advisory firm, we seek to serve our clients needs on a Best Interest capacity, free from use of proprietary products or conflicts of interest. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Further information found at BrokerCheck.org, Armando Fernandez, LPL Financial