Reaching your financial goals and objectives may not always mean making more money, but rather, making smart decisions with the money and assets you already have. No matter what stage of life you are at, there are always opportunities to improve your financial circumstances to achieve your financial goals.
Frederiks Accountants have partnered with long-time Cleveland Financial Planning Firm, Hub Financial Advice. Although an independent business they are located in the same building as us to afford ease and convenience to our clients.
Hub Financial Advice’s local, experienced and trusted team can help provide you with an easy to understand, sound strategy based on what is appropriate and consistent with your financial objectives.
Their services include:
- Developing a financial strategy
- Recommending an investment strategy
- Constructing a portfolio