Define Financial is a fee-only wealth management firm dedicated to busy professionals and retirees who want to maximize their money. We work together to:
- Show you where you stand with your finances today.
- Help you identify the goals you want to reach in the future.
- Develop a plan to get you there by creating a strategy that shows you how to confidently use your money to get what you want.
Best of all, we never receive compensation in the form of commissions. Our compensation comes directly from our clients through a custom, transparent fee schedule that fits their needs.
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
Are you searching for a Financial Advisor? Our latest guide highlights the 10 biggest mistakes people make and how they can be avoided.