"The only reason 80 percent of affluent clients don’t fire their financial advisors is because they don't know where to go" - CEG International
If you are looking for a firm that will pull the pieces together for you, in a meaningful and coherent fashion. If you are looking for a solutions oriented firm, designed from the bottom up to offer wealth management services for a reasonable fee. If you want to bring clarity to the complexities of your financial life. You should call us today and take advantage of our Complimentary Second Opinion service.
We know that in today's complex world; managing, protecting, and preserving wealth is increasingly a challenge. Specifically we have found that the top five issues that cause concern for our clients are:
1. Wealth preservation
2. Tax mitigation
3. Taking care of heirs
4. Protecting assets from being unjustly taken
5. Charitable giving
Money like any other tool must be well cared for, and used properly, to be effective. Only with thoughtful direction can money help you create a more meaningful life and leave a richer legacy. We thrive on helping others focus on the realization of their dreams. Above all else we are committed to preserving the trust of our valued clients.
"I still find each day too short for all the thoughts I want to think, all the walks I want to take, all the books I want to read, and all the friends I want to see." - John Burroughs
Finley Wealth Management is a Independent Fee-Only Financial Advisory Firm located in Estero, Florida. We provide guidance to individuals & families in Fort Myers, Naples, Estero, Sanibel, Captiva, Bonita Springs, Cape Coral and beyond. Are you looking for unbiased Fee-Only financial advice or another well rehearsed sales pitch? Our fee only wealth management services include retirement planning, estate planning, income tax planning, investment management, & personal financial planning
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