Financial Decisions, Inc
We provide financial planning and investment management services. Our mission is to help clients make smart financial decisions throughout their life journey, in order to get the most benefit from their financial resources. We believe that everyone deserves the opportunity to obtain honest, unbiased financial advice. FDI was created in for that specific purpose - to provide objective, fee-only financial advice for investors at every level of financial assets. Our founders wanted to open the door to high quality financial services, which was previously closed to everyone but high net worth clients. We work with our clients to make smart financial decisions throughout their life journey, with the goal of helping them get the most benefit from their financial resources. We don't just give people directions on how to reach their financial goals. The plan is the map, but the road is walked together. Investment advisory services offered through Advisory Alpha, LLC DBA Financial Decisions, an SEC Registered Investment Advisor. While tax and legal issues may be discussed in the general course of financial and investment planning, Advisory Alpha does not provide tax or legal advice.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- KW
Karron Wages
Senior Financial Planner · Finance & Accounting
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Mary Rose Sparks
Customer Services Manager · Customer/Client Service
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Top roles at Financial Decisions, Inc
2 distinct titles indexed · top 2 shown.
- 1customer services manager
- 1senior financial planner
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