Financial Planning

Financial planning includes identifying your financial objectives and creating a plan to achieve them by managing your budget, savings, investments, debt, and insurance. 

Financial planning is an ongoing process that requires regular reviews and adjustments to ensure you stay on track to achieve your goals.

At Fendz, we manage to each client's risk tolerance while instilling our research and market convictions throughout the investment selection process. 

Abiding by the prudent person rule, we manage to preserve wealth  and  growth future income in a way that best suites your needs.

Planning on selling your business? Our team has a proven track record negotiating and closing of businesses of all kinds. We work with business owners to protect and reinvest sale proceeds for start-to-finish personalized service.

After nearly 30 years in the industry, most individuals still have the same question: "Will my money last through retirement?" At Fendz, we want to give you confidence and peace of mind that you will always be able to maintain your lifestyle--even in retirement.

Through estate planning, we prepare and manage our clients' assets for the inevitable. We manage the taxation and structuring of these assets with a group of elite attorneys ensuring the future and legacy of your assets.

Contact us to hear about our philanthropic projects and organizations, and to help us give back to our community.