Financial Directions LLC, an independent advisory firm, is dedicated to the individual investor and small business owner. We provide personalized client service that is unusual at larger brokerage or banking organizations. We offer a full range of brokerage and retirement accounts. As your advisor we are a personal resource and a crucial part of your support team moving you toward financial success.
Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs. It is never too early or too late to plan for your child's education. If you're looking for smart ways to invest in your child's educational future, there are several effective savings vehicles that can help you make more of the money you save now to achieve this goal.
Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs. It is never too early or too late to plan for your child's education. If you're looking for smart ways to invest in your child's educational future, there are several effective savings vehicles that can help you make more of the money you save now to achieve this goal.
Services
Financial Directions LLC is an independent Registered Investment Advisor (RIA) - registered with the Securities Exchange Commission since 1999. As an RIA we are mandated by the Investment Company Act of 1940 to a fiduciary standard, putting our clients' best interests first. We specialize in personal, customized advice using an array of products, strategies and services to help individuals and small businesses achieve their financial goals.
There are various accounts to help with higher education expenses. One of the most common is a 529 plan. A 529 plan allows for generous gifting or ongoing investment opportunities that grow tax-free if used for qualified higher education expenses. Typically a parent/grandparent is the owner and able to designate a child/grandchild as the beneficiary.
To the average investor, the investing universe can be intimidating, scary, fun, challenging, and hopefully - rewarding. However, we all recognize that saving and investing are very important when planning for the future or for a specific goal.
Our job as your advisor is to listen to your interests and concerns, help outline goals and objectives, understand your risks, and then together design and implement a strategy that you are comfortable with.
Our job as your advisor is to listen to your interests and concerns, help outline goals and objectives, understand your risks, and then together design and implement a strategy that you are comfortable with.
I have been serving the financial needs of individuals and small companies since graduating from The University of Arizona with a finance degree in 1985. Recognizing the value of bringing an independent, fee based model to clients long ago, and allowing for customization of client portfolios and unbiased product/service delivery led to the founding of Financial Directions with Frank Griffith and Ray Martin.
It is not surprising that a big part of providing investment advice revolves around tax issues. Whether you are in the initial phase of setting up financial goals, in the middle of accumulating and growing assets, retired and in need of income solutions, or thinking about legacy and estate options we have the experience to help you balance your objectives while remaining aware of tax concerns.
Reviews
Be the first to review Financial Directions.
Write a Review
