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My Approach
Advisia Financial Planning is an exclusively hourly financial advisory firm. Our clients are looking for custom-tailored financial planning, tax, and investment advice and prefer to implement their own investment portfolios.
The Clients I Serve
Business Owners, Executives, GenX, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Hourly Financial Advisor Jeff is the founder of Advisia Financial Planning, LLC. For over two decades Jeff has helped hundreds of individuals, families, and small business owners navigate their financial lives, create a successful retirement, and invest their life savings. Jeff started an hourly financial planning firm to help investors who are not a fit for firms that require turning over your portfolio for ongoing management.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.