Financial planning is an ongoing process that helps structure assets and liabilities in a way that will reduce financial hardship and stress in the long term.
After working for many years, most individuals have the same question, "will my money last?" At Fendz we want to give you the confidence and peace of mind that your income will always be taken care of. Through products like annuities we are able to prepare for any expense or lifestyle in retirement.
At Fendz we have been focusing on Environmental, Social, and Governance (ESG) investments. As investment advisers we have a unique ability to invest with purpose while still maintaining profitability for investors.
Estate planning is the preparation and management of an individual's assets in the event of incapacitation or death. We work to manage the taxation and structuring of these assets with a group of elite attorneys ensuring the future of your assets.
Planning on selling your business? Our team has a proven track record with negotiation and closing of businesses. We work with owners to protect and reinvest sale proceeds for start-to-finish personalized service.
Reach out to hear about our philanthropic projects and organizations, and help us give back to the community.