Our Services
At Financial Network Limited, we are here to deliver value to Individuals and their Families. No consultant speak. No complicated explanations. Just simple, accountable results.
A Financial Advisor plays a crucial role in a Client’s financial life serving as their trusted guide and expert in navigating the complex world of personal finance. Our experience, knowledge and fiduciary-based guidance are invaluable when it comes to creating and implementing a comprehensive financial plan tailored to an individual’s unique circumstances and goals.
One of the primary benefits of working with FNL is our ability to provide an objective perspective. We analyze each person’s financial situation taking into account their future goals, income, expenses, assets, liabilities, and time horizon. By considering these factors, we can help identify areas of improvement and develop strategies to maximize their financial resources and probability of success.
At FNL, we have access to a wide range of investment products and analyses that can help individuals reach their financial goals based on their risk tolerance and timeline. Whether it’s retirement planning, saving for education, or wealth preservation, FNL can create a diversified investment portfolio that aligns with your individual long-term objectives.
Areas we specialize in include:
- Risk Profile Evaluation
- Retirement Planning and Goal Setting
- Cash Flow Analysis and Budgeting
- Investment Planning and Analysis
- Insurance Analysis
- Estate Planning
- Education Planning
Take the first step toward a more secure financial future. Request your free consultation today.
Financial Planning
We offer the professional knowledge and guidance required to develop a plan that reflects your personal goals and dreams and brings all of the pieces of your financial life together. For over 30 years, we have gained the confidence of our clients by providing comprehensive and objective financial advice formalized by a written plan.
Financial planning encompasses key aspects of your financial life and should be tailored to your unique circumstances. In addition to the cash flow scenarios, accumulation goal planning, and success rate modeling, an essential piece of our financial planning process is having a plan in place to take care of your family. We will help clarify your insurance needs. Whether you need life, disability, or long-term care insurance, we’ll work with you to create a personalized insurance plan to protect what matters most.
FINANCIAL ASSESSMENT AND GOAL SETTING
INSURANCE ANALYSIS
Asset Management
Since past asset class performance is not a guarantee of future performance, in our opinion, well-crafted investment strategies must not only acknowledge that future market movements are uncertain, they should plan for it!
Our asset allocation philosophy considers your risk tolerance, time horizon, liquidity needs, investment objective(s), and investment experience before we make a portfolio recommendation. We offer a wide variety of investment strategies (including personalized portfolios, private debt and equity opportunities and third-party managers) to fit your needs.
We use a robust online tool to help our clients find their personal risk number. Your risk number is unique to you and is one of the biggest factors in determining an asset allocation for a client. The higher the number, the more comfortable you are taking on risk in pursuit of financial independence.
RISK MANAGEMENT AND PORTFOLIO ANALYSIS
INVESTMENT MANAGEMENT AND ANALYSIS
Take the first step toward a more secure financial future. Request your free consultation today.
Access Your Account Anywhere, At Anytime.
With desktop, tablet, or mobile access to our website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. The eMoney software software offers a wide range of benefits, including convenience, security, and reliability, making it a preferred choice for many individuals and businesses. With eMoney, you can:
- Connect all your accounts for a consolidated view of your financial picture
- Monitor all your accounts by viewing interactive charts
- Safely store your most important financial documents in the vault
- Customize your dashboard to reflect the data points most important to you
Already a client? Access your eMoney portal now.
What is your Risk Number?
Click the button below to launch Riskalyze and capture your risk tolerance and see if your portfolio fits you.
Find out in 5 minutes. Here’s how it works.
1. DEFINE YOUR RISK NUMBER
The first step is to answer a quick questionnaire that covers topics such as portfolio size, top financial goals, and what you’re risk you’re willing to take to achieve potential gains. From there, your Risk Number is calculated and we will use that to guide decisions for your personal portfolio.
2. ALIGN YOUR PORTFOLIO
After calculating your Risk Number, we’ll work together to create a portfolio that aligns with your personal goals and priorities. This gives you ultimate control in making the decisions that work best for you. Once we finely craft your personal portfolio, we will provide you with projections for potential gains and losses you should expect over time.
3. DEFINE YOUR RETIREMENT GOALS
Once we review your personal portfolio recommendations, we will also review your current progress to date and create a roadmap that aligns with your long-term goals. Having a well-defined roadmap will give you goals to measure against so you can understand your progress over time. You will have a better understanding of where you are currently and what you need to do between now and the time you intend to retire.
Ready? Let’s Get Started! Click the button below and start planning your financial future today! It’s FREE!
