Broker Check

Personalizing Your Financial Plan

Helping you focus your financial picture

Financial planning, offered through LPL Financial, is at the core of the services we provide to individuals and families seeking to accumulate, preserve, and transfer wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are all components of a larger, comprehensive wealth management plan designed to achieve multiple financial and lifestyle goals.

Over time, as your financial needs become more complicated, you might find that you have engaged a number of advisors for guidance, and made decisions based on many separate conversations and different points of view. While that may have worked well in the past, you might now feel a need for a more integrated approach.

At Fidelis Wealth Management we can help you clarify the view by bringing together these separate conversations into one integrated strategy that encompasses the entire scope of your financial goals. This helps us develop the appropriate strategies for you while creating organization and focus to your financial puzzle.

Now that we have focus, we can identify your “Family Index”, the unique growth rate required for you to meet your specific goals – not an arbitrary, market cap weighted index like the S&P 500. Our planning process also provides the flexibility you seek, should your needs, objectives or lifestyle change.