We partner with custodians and investment providers that offer our team and clients with solutions to their current and ongoing needs.
Accounts we can support include the following:
We partner with custodians and investment providers that offer our team and clients with solutions to their current and ongoing needs.
Company Accounts we can support include the following:
We believe everyone should have a plan!
To get started, click the planning tool to create an account then SCHEDULE AN INITIAL MEETING.
We begin the process with identifying what you want or need, when you might need it, how much it might cost then evaluate your risk capacity and tolerance before we educate and select the appropriate investments options.
Serves as a guide for designing an investment portfolio and provides parameters for the management of the portfolio. Includes the following:
How much investment risk you are able to take on; determined by your individual financial situation
Level of risk an investor is willing to take, tolerating the potential for losses, ability to withstand market swings and inability to predict what’s ahead
Capital Preservation
Income
Growth & Income
Growth
Recommendations may include but are not limited to:
Certificates of Deposit, Mutual Funds, Equities and Fixed Income, Exchanged Traded Funds, Annuities and Insurance products.
Non-Traded Real Estate Investment Trust and 1031 Exchange options available.
We do not offer Private Placements or Oil & Gas Programs; however, we will evaluate them and provide guidance on these products.
We believe everyone should have a plan in place before making investment decisions. To get started, from developing your plan to making strategic decisions, we are here to help. Schedule an initial meeting by clicking the link below.
Copyright © 2023 F.A.I.T.H. Driven Planning - All Rights Reserved.
Firm Disclosures: ADV 2A
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 L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services CA Insurance License #6009504.
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.