Once you are ready to start investing, whether it’s for retirement or any other goal, we select and manage a portfolio that matches your specific needs. Together, we will decide what investment mix best fits your individual situation. This means we match investments to your current and future objectives. Since life is constantly evolving, we stay in close communication in order to continuously update your investment plan as your life changes. A managed account provides the peace of mind of knowing that your investments are being cared for while you live life.
Azimuth Financial Services uses the custody services of Betterment Institutional. This partnership provides investment management clients with some of the best and most advanced technology in the financial industry. You will have 24/7 access to your account via our online platform enabling you to see investments and track your progress. The system also allows you to link outside accounts such as bank accounts and credit card accounts in order to see your entire financial picture in one location. In addition, as an investment management client you will receive periodic e-mail updates letting you know what is going on with your account(s).
Imagine what you can accomplish when your financial life is organized.
Not in the Dallas-Fort Worth area?
Thanks to secure document sharing and video conferencing, virtual meetings are quick and easy to set-up. Introductory Consultations and all other Services can be hosted remotely from the convenience of your home or office.
Working with an investment advisor is a big commitment, both financially and personally. It’s important that your advisor is a good fit for you. This is why I offer my 30 minute, No Charge Introduction to anyone who is serious about becoming a financial powerhouse! If that sounds like you, let’s talk.