About Us
Forward-thinking Financial Guidance
We have many years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask us about:
As an independent financial services firm, we can access many different technologies and products, so you can get the right fit for you.
The Value of Advice
Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis.
We offer sound advice from industry professionals
with many years of experience.
The Low Fee Factor
It's also true, that over time, lower fees can have a huge impact on your investment returns. It can mean the difference between retiring at 60 instead of 65, Or retiring with a house and a cottage.
Can You Have It All?
We say YES!
Finstepz can offer the same great fees as the online-only investment programs, with a modest 0.50% premium for an experienced personal advisor (or less, depending on your balance). That is just half of a percent for the added security of advice. That's what we call Forward-thinking.