Management of wealth has changed over the years. Fund Direct Advisors is here to assist with overall wealth planning by offering first a listening ear and then a guided approach toward reaching your stated financial goals. Historically, many of us could rely on pension plans to help cover retirement expenses. Today these plans have been replaced by IRAs and 401(k) plans, often self-directed, that can be overwhelming when faced alone. Add to this self-employment and the picture gets more complicated. Our team will take a look at your goals and then create a financial plan which will help you reach those goals.
At Fund Direct Advisors, it is our goal to always see the clients' best interests put first. That is why we get to know our clients and gain a better understanding of their needs, goals, and objectives before ever investing their money. We want to make sure we are not only investing to make them money but also investing to help them attain their goals as quickly and safely as possible. Our management approach is built on the philosophy of helping to determine "how much risk you NEED to take" rather than "how much risk CAN you take." When you combine this strategy with a well-designed financial plan, understanding and accounting for risk becomes something that can be calculated, not simply tolerated.
When building a house, you want to know your builder is following a very detailed and customized set of blueprints. Not only does this ensure that the house will be built correctly, but that it will be finished in a timely and cost-effective manner according to plan. Your financial future should be treated the same way.
That is why at Fund Direct Advisors, every client is offered a comprehensive financial plan from a CFP®. A financial plan serves as a blueprint for your financial future. It can help you know exactly what you are building toward, when you can expect to get there, and may save you a considerable amount of money along the way. Isn't it time you took charge of your financial future?
No one likes talking about insurance, let alone paying for it. But if you have to have it, wouldn't it be nice knowing you are paying the best price possible? At Fund Direct Advisors, your specific case will be shopped with all the major insurance carriers to make sure you are getting the best price available. So whether it is Life, Disability or Long Term Care Insurance, give us a call. Let Fund Direct Advisors help you find the right policy for the best price!