Financial Planning, Investment Management & Taxes
All in One Place!
At Build a Better Financial Future, LLC, we’re hyper-focused on building relationships with our clients. To that end, we believe in taking a holistic look at your finances and the goals you have in mind.
Our preferred approach is to take into consideration your financial, investment and tax needs as they often rely on one another to succeed. This allows us to answer your questions no matter how or when they arise, as we will be well versed in your entire financial picture.
By starting with financial planning, we’ll take a detailed look at your current finances and further build a foundation using your unique goals. With this focus, we hope to empower you to enjoy living in the moment while preparing for what’s ahead.
Our investment solutions are designed to facilitate wealth management. We believe in developing a truly tailored portfolio that helps you accomplish both your personal and financial goals.
Tax Planning & Preparation
When it comes to taxes, we strive to help you minimize hurdles that may stand in the way of you reaching your goals. Together, we’ll work to review your taxes and share our thoughts on how to more efficiently maintain your wealth.
Discover the Benefits of Working Together
You won’t find fancy financial jargon or complicated plans. Instead, you can expect financial planning in simple terms, so you are confident in the information shared and what it means for you.
Clarity surrounding your money with clear, actionable steps and information.
Life will happen and we will be there to provide ongoing support as milestones and changes occur.
No Pushy Sales
We don’t get paid based on products we sell you or trades we recommend. As a fee-only advisor, our compensation is based on the service and support using an easy-to-understand and transparent fee schedule.
Fees start at $5,000 per year (can be paid monthly or quarterly) and will vary based on the complexity of your situation. Fees can be paid as a direct planning fee, with assets under management, or a combination.
We are legally bound to always uphold your interests and needs first and above our own. You don’t have to be concerned of ulterior motives and can feel safe that our recommendations are to your benefit.
No Investment Minimums
Unlike “traditional” financial planners, we don’t require a large sum of money to invest in order for us to work together.