Rich Dad, Poor Dad, Prepper Dad? Even Robert Kiyosaki Is Warning That An Economic Collapse Is Coming
Click here to watch the Financial Planning Presentation, "Helping You See The Big Picture"
Our Commitment
At
Direct Financial, we treat our clients with courtesy and integrity. We are process driven and holistic in our approach to simplifying our clients complex financial lives. We
guarantee realistic, honest financial advice that achieves results. We continuously strive to lead you on a course to sound financial management and wealth preservation. Our years of experience
and notable expertise ensure that your financial future is in good
hands.
Our consistent track record of uncompromising ethics instills confidence
and trust. We use cutting edge technologies to ensure up to the minute
information from the financial world. This allows us to respond
quickly, and give you the most relevant information and perspective.
We are
committed to leveraging technology wherever possible in an effort to
better serve you and your busy schedule. With that goal in mind we
welcome you to get to know us at your pace, by viewing our eSeminar video presentations and by signing up to receive our monthly financial news and financial alerts.
We understand the importance of personal relationships and having real
contact with our clients and prospective clients and welcome the
opportunity to meet with you personally by scheduling an in person meeting.
A Little About Us
Direct Financial is a fee-only Registered Investment Advisory (RIA) fiduciary firm that prides itself on unparalleled service.
We
are committed to providing unbiased advice and prudent strategies for
investment planning and financial planning during these uncertain and challenging economic times. Our services are always tailored to your unique situation.
Our holistic process-driven financial advisory procedure incorporates:
- Budgeting, Cash Flow Management & Determining Net Worth
- Insurance Planning
- Investment Administration (Asset Management)
- Education Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Charitable Giving
- ETF 401(k) Plans for Businesses
Our fee-only approach to wealth management allows us to serve you without compromise.
- We don't sell any investment products such as mutual funds that we receive a commission on.
- We don't work for a financial institution that requires us to meet minimum sales goals or quotas, nor do we sell any proprietary funds.
We work for our clients and are compensated by our clients to provide a level of excellence that is tailor fit for each client. Period.