Finances Made Simple

We’ll help you get your financial house in order with our simple, comprehensive process.

Achieve What’s Most Important to You

 No matter where you are in your financial journey, we can help you reach your goals.

Foundations

Foundations will help you untangle the essentials first. Through a series of three levels, we’ll help you kick-start your financial journey with a clear understanding of your credit cards, budgeting, and savings.

Financial Check-Up
(FCU)

 Our FCU paints the bigger picture. We’ll help you identify and manage potential risks. In a four-meeting process, we will develop a financial plan, including an asset map that leaves you with a complete plan to reach important milestones.

Retirement Check-Up
(RCU)

Whether you’re retiring now or in 5 to 10 years, we’ll advise you on generating an income from your savings, using distribution strategies and legacy planning to help you do what you love with and for those you love.

Our quick assessment will help you determine which process is right for you.

Working With Our Trusted Team Of Financial Advisors Is Simple

Listen to Understand

Unlike a roboadvisor or non-fiduciary, we take the time to consider your situation and offer advice that is specific to you.

Strategize for Success

We’ll help you figure out where you are, what the next steps are and when you’ll reach your milestones.

Review to Enhance

We'll meet regularly to review your investments, and keep you informed about how we're working to help you achieve your goals.

Take Our Quick Assessment

Not sure which program is right for you? Click the button below to take our quick assessment that will help you decide which service
is right for you.

FAQs

We get paid a percentage based on how your assets grow. For non-investment management accounts, we may have a commission structure with the provider. You do not need to write a check. 

For our asset-management accounts we custodian through Scwhab. 

Yes. Various investment partners provide tailored statements for your accounts. 

This is dependent on your investment amount and the types of accounts you open with us. As a part of our meeting process, we walk through all of our fees and how we get compensated so there are no surprises. 

To act as a fiduciary means we prudently take care of your assets. It is reliant on an ethical relationship based on trust. 

49 Financial does comprehensive planning that includes all areas of financial wellness and therefore may have a broader focus than just a standard investment relationship.  

Absolutely! We help folks at varying stages of saving for retirement and investing. 

Our advisors will work with you to rollover or transfer accounts as appropriate. 

Yes! Your advisor will support you, no matter what your level of commitment is to actively managing your investments.

All of our advisors are licensed in their appropriate areas of focus to serve you comprehensively. 

We offer investment management, insurance, and comprehensive financial planning. We tailor our service offering to meet your specific needs. Some clients may need more focus on estate planning and tax planning, whereas others may want to focus strictly on investment management.