INVESTING & RETIREMENT PLANNING FOR SELF-EMPLOYED CREATIVES.
As a self-employed creative you move fast, you multi-task, and you wear a lot of different hats. We understand the challenges and rewards of working for yourself and crafting your own business, and we believe investing in yourself is the best investment you can make. We provide investing and retirement planning, and will create a portfolio and a plan that fits your busy lifestyle now in order to fund your dream future.
Fiduciary investment advisors hold a relationship of trust with their clients and abide by fiduciary duty, the ethical obligation to act solely in someone else’s best interest.
- Robin Sharma
Our primary objective is to build a long-term investment partnership with you, adding value to your portfolio and giving you financial peace of mind.
Owned and operated by self-employed creatives, in team with a network of trusted, professional partners.
We are passionate about helping self-employed creatives identify and achieve their financial goals. We provide investing and retirement planning tailored to our client’s professional and personal lifestyle.
We are paid a percentage of the assets that we actively manage. Fees are directly deducted from your investment account and there are no additional out of pocket fees.
We combine the personal approach of an independent firm, with the capabilities of the largest banks. We take the time to listen and we use current technology to streamline communications and manage your portfolio.
We do not require a minimum amount to get started because our objective is to work with clients for a lifetime. We have a vested interest in seeing you reach your financial goals.
Our top priority is the security and privacy of your personal information. We regularly review our secure databases, cybersecurity, and third party services providers’ security and privacy policies.
We understand that taking the first steps to achieve your financial goals can be daunting and you have a lot of questions. We are here to provide you answers and walk you through process.