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Prepare for your future success with Independent Investment Planning

You work hard to create a better future for yourself and your family. We create financial strategies to help families, charities, businesses, and other organizations manage their investments. When it comes to saving for retirement, college, or your portfolio, you’re looking for an experienced investment advisor that can provide a personalized approach to managing your finances.

Financial Directions, LLC is an independent Registered Investment Advisor (RIA)—registered with the Securities Exchange Commission since 1996. As an RIA, we are mandated by the Investment Company Act of 1940 to a fiduciary standard, and we always put our clients’ best interests first. We specialize in customized advice using a wide array of products, strategies, and services to help individuals and small businesses achieve their financial goals. Our network of professional relationships ensures that we have the optimal resources to recommend to our clients.

Personalized Investment Guidance from Independent Financial Experts

Financial Directions, LLC has provided expert investment advice for over thirty years. As an independent fiduciary, we work for you—not a parent corporation or sales company. Our independence allows us to offer custom financial services that will help you save for college, retirement, or your estate. Our services also supply you with the flexibility you need to navigate all of life’s financial challenges, whether you are in the process of creating a retirement fund or are simply looking to diversify your portfolio.

Our success is your success, and our philosophy is exemplified by our personalized approach to investment planning. We get to truly know you in order to provide financial guidance that is tailored to your individual goals. Each of our professional relationships is built on trust which allows us to forge connections that last. We have worked with some of our clients for over 30 years and have even advised multiple generations of the same families on the best ways to organize their finances.

Transparency Through Objective Financial Advice

Through our numerous professional relationships with financial institutions, we provide dynamic, ultra-competitive, and affordably priced solutions for our clients. We work on a fee basis. There are no commissions, hidden fees, sales quotas, or proprietary product conflicts that need to be promoted. Our team of professional advisors is only focused on your financial goals, and we strive to craft long-term relationships with our clients and their families that are based on personal connection and mutual respect. When you partner with Financial Directions, you are building a foundation for a lifetime of financial success and prosperity for you and your family. Contact our team of investment advisors today to discover how we can help you take your finances to the next level and secure a comfortable future.

Get in Touch with Our Independent Registered Investment Advisors

Contact our team at Financial Directions today to discover how we can help you achieve your financial goals. Give us a call or fill out the contact form to schedule your initial consultation.