Our logo represents our philosophy for building wealth. We believe a solid foundation is the heart of a sound financial plan. From that large foundation you can build a financial house that can help you fund life events; from large expenditures like second homes, higher education and business equipment, to everyday expenditures and unplanned emergencies.
The financial services industry controls the message and the message is typically designed to improve their bottom line, not yours. We help people decipher the noise of the marketplace and help them realize what is important to them when it comes to building a sound financial plan.
The financial services industry controls the message and the message is typically designed to improve their bottom line, not yours. We help people decipher the noise of the marketplace and help them realize what is important to them when it comes to building a sound financial plan.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Distinctive Financial Services believes in educating its clients in the fundamentals of money and finance. By focusing on misconceptions and myth-conceptions, we help our clients attain a better understanding of their cash flow and how spending money wisely is as important as saving and investing it wisely.
At Distinctive Financial Services we start with a comprehensive review of our clients' current financial picture, what we call the discovery process. This creates a starting point in which to develop the personalized plan. The personalized plan is based on the individual goals and dreams of the client.
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