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.
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 Non-traded REITs, Private Placements, or Oil & Gas Programs however, we will evaluate and provide guidance on these products.
Copyright © 2021 F.A.I.T.H. Driven Planning - All Rights Reserved.
Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Adviser. 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.