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You’ve Come Into Wealth (Or Are About To)
The habits that helped you get here don’t apply anymore. Reaching Financial Independence means living well now, and later.
Am I saving enough to retire on my terms?
What can I do to reduce taxes throughout my lifetime?
How do I make sure I am protected, and being a good steward of my resources?
Are my investments built to be accessible when I need them?
Why Harmony Wealth?
Advice Centered
On You
Most Advisors will work with anyone, without the expertise you specifically need. We specialize in working with fewer types of people, and make sure our advice is built around your specific wants, needs, and wishes.
Additionally, we keep Jargon and spreadsheets to a minimum. Most of our plans have custom built documents to meet each client’s communication needs.
No Commissions,
and Fiduciary
We act as your fiduciary when giving advice, which means we are legally obligated to put your interests ahead of our own. We do not accept, or receive any kickbacks or commissions on the products our clients use.
What you pay us is clearly stated, and by not receiving commissions or selling products it allows us to explore a wide variety of solutions to find the best fit.
Independent,
Family-Owned
Many times, banks and other large institutional Financial Planners are incentivized to use in-house products and solutions. Would Toyota ever try to sell you a Honda? Of course not! They only sell Toyota!
Being a small, independent firms allows us to avoid 1-800 numbers, wait times, Private Equity Investors looking to maximize profits, and focus on service first.
How We Make The Plan
Numbers, strategies, and advice mean nothing if it’s not designed uniquely for you.
30-Minute Call
A quick intro call to see if I am the best fit for your needs. If not, I’ll be sure to introduce you to someone who is.
Discover & Create
A deeper dive into your financials, values, and goals. From there, the financial plan is created for you.
Take Action
We will execute the plan together.
Plans are reviewed and re-implemented throughout the year.
Book A Free, 30-Minute Conversation with Matt Fizell, CFP®
We know reaching out to a Financial Planner is a big step for most people. Our promise is for this to NOT be a sales call.
If we’re not a good fit, we will do our best to ensure we can find you someone who is.
Looking forward to connecting!