Helping You Achieve Financial Freedom with Customized Solutions
Tailored Financial Plans for Your Unique Goals
Personalized Strategy: At InvestFB, we understand that every individual's financial journey is Unique. That's why we begin with a comprehensive analysis of your financial situation, goals, and risk tolerance. Our team works closely with you to craft a customized financial plan that reflects your personal goals, whether they involve investing, saving, or wealth preservation.
Our Solutions: We provide guidance, support and comfort to our clients as we help navigate through their financial journey. Our approach allows clients to feel secure and cared for so they can focus on the things the truly matter to them.
Investment Management
Diverse investment options tailored to match your risk profile and investment goals.
Retirement Planning
Strategies to help you enjoy your retirement years with financial security.
Estate Planning
Comprehensive financial solutions to help you create a lasting legacy.
Tax Optimization
Our team works with your tax professional to help minimize tax liabilities and maximize after-tax returns.
Technology Meets Expertise: As an option to our planning services, MoneyGuidePro® is a tool that provides sophisticated solutions and smart assumptions to help our team help you navigate the complex financial elements of your financial situation.
A Relationship You Can Trust: At InvestFB, our team is more than a financial advisor—we are a partner in your financial journey. With a deep understanding of your life’s milestones, your wealth manager is here to provide advice and adjustments to your plan as your circumstances evolve.
Your Success is Our Success: Our approach is grounded in a commitment to your success. We pride ourselves on transparency, integrity, and excellence in every interaction. Our goal is to build long-term relationships based on trust, mutual respect, and financial success.
What does becoming an InvestFB client look like?
- Get to know each other: An introductory call where we’ll learn more about your current situation and how we may be able to help
- Take a deeper dive: Meet in person (virtual options available) so that we can clearly define your current financial situation, your goals and timeline, and how we can help you get to where you want to get.
- Make a plan: After we’ve learned everything, we will design a plan based on your goals, timelines, risk tolerance, and personal values.
- Review the plan: We implement the plan and schedule periodic reviews to make sure you are on target with your goals.
