F.A.I.T.H. Driven Planning
F.A.I.T.H. Driven Planning
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    • Home
    • About
    • Services
      • Financial Planning
      • Asset Management
      • Insurance Planning
    • Articles
    • Contact
  • Home
  • About
  • Services
    • Financial Planning
    • Asset Management
    • Insurance Planning
  • Articles
  • Contact

Asset Management

Once we understand your goals, when you want to accomplish them & how much you need, we will educate you on your available options. 


Recommendations may include but are not limited to:

Mutual Funds, Equities and Fixed Income, Exchanged Traded Funds, Annuities and Insurance products.

We do not offer Private Placements or Oil & Gas Programs however, we will evaluate them and provide guidance on these products.

Educate first. Invest second. Understand then Solve.

Using our expertise and deep understanding of the industry, we use goals based and time horizon planning to build a portfolio based on what, when and how much you need while considering your tolerance for risk.


From developing your plan to making strategic decisions, we are here to help. 

What are your goals and when do you want to achieve them?

Retirement

College Savings

College Savings

College Savings

College Savings

College Savings

New Home

College Savings

New Vehicle

New Vehicle

Your Goal Here

New Vehicle

Vacation

Your Goal Here

Your Goal Here

Your Goal Here

Your Goal Here

Your Goal Here

Asset Management Articles

Copyright © 2022 F.A.I.T.H. Driven Planning - All Rights Reserved.

Firm Disclosures: ADV 2A, ADV 2B

Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where F.A.I.T.H. Driven Planning and its representatives are properly licensed or exempt from licensure. 

Insurance products offered through Leilani Marques Harwood CA Insurance License #0G08928.

This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by F.A.I.T.H. Driven Planning unless a client service agreement is in place. 

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