800-584-3652

 

Check out the background of this investment professional on FINRA's BrokerCheck

Financial Happiness Start-up Package

Step 1

Complete FH Survey w/ free 15 min Phone consultation

Step 2

Free 30 day trial w/ 30 minute tutorial call

Step 3

Financial Happiness Self Package

  • Cash Flow planning
  • Budgeting solutions
  • Debt management
  • Insurance analysis
  • Goal Planning 
  • Investment Basics

 

Annual package Fee: $1500

College Student Annual Fee: $700

 

Additional Services:

Divorce Planning

Investment Management

Collaborative Financial Planning

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Market Data

1 DOW 21,674.51
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2 S&P 2,425.55
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3 NASDAQ 6,216.53
-5.39 (-0.09%)    

Explore your financial happiness... We can get you there!