Financial Consulate

About

We are a fee-only financial planning firm dedicated to acting in our clients' best interests at all times.

Description

Mission: "to help our clients lessen the worry and burden of money management so they have more time to spend building relationships."​

Many of our clients chose to work with us because they needed a comprehensive retirement plan, and wanted to work with a fee-only fiduciary advisor on an ongoing basis. See our updates below to get a better idea of the truly comprehensive approach we take to financial planning.

Visit our website to schedule a no cost, no obligation, introductory meeting today or sign up for our monthly resources, The Financial PULSE and Consulate Journal.

You can also follow us on LinkedIn and Twitter (@TheFinCon)

Our radio show, Money, Riches & Wealth, airs on WCBM AM 680 every Wednesday from 6-7pm

See notes for disclaimer

Mission

Our mission is to help our clients lessen the worry and burden of money management so they have more time to spend building relationships.