Fit Financial Consulting
Investment Management, 1537 N Anne Ave, East Wenatchee, Washington, 98802, United States, 1-10 Employees
Phone Number: 72********
Who is FIT FINANCIAL CONSULTING
Fit Financial Consulting, LLC is a Registered Investment Advisor working with individuals and families on financial planning, retirement planning, portfolio, security, and annuity analysi...
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Headquarters: 1537 N Anne Ave, East Wenatchee, Washington, 98802, United States
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Date Founded: 2014
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 8043
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NAICS Code: 621399 |
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Frequently Asked Questions Regarding Fit Financial Consulting
Answer: Fit Financial Consulting's headquarters are located at 1537 N Anne Ave, East Wenatchee, Washington, 98802, United States
Answer: Fit Financial Consulting's phone number is 72********
Answer: Fit Financial Consulting's official website is https://fitfinancialconsulting.com
Answer: Fit Financial Consulting's revenue is Under $1 Million
Answer: Fit Financial Consulting's SIC: 8043
Answer: Fit Financial Consulting's NAICS: 621399
Answer: Fit Financial Consulting has 1-10 employees
Answer: Fit Financial Consulting is in Investment Management
Answer: Fit Financial Consulting contact info: Phone number: 72******** Website: https://fitfinancialconsulting.com
Answer: Fit Financial Consulting, LLC is a Registered Investment Advisor working with individuals and families on financial planning, retirement planning, portfolio, security, and annuity analysis, budgeting, and money management. Financial Planning for Today At Fit Financial Consulting LLC, financial planning and investing is about you, your goals and aspirations. Financial plans begin with a discovery meeting to get to know one another, address your current financial situation and where you want to go from here. Ill crunch the numbers and provide you with a comprehensive financial plan customized to you and your family. o Not an off the shelf document generated by generic financial planning software. o But detailed answers to all of your financial questions and many questions you havent even asked yet, from insurance and estate planning, to investing and retirement, and beyond. Next, we work together to plot the course from where you are today, to where you want to be tomorrow. o A financial plan means nothing, without proper implementation. Finally, we monitor and track our recommendations to ensure they continue to align with your financial goals and are meeting, or exceeding, expectations. Investing for Tomorrow Modern Portfolio Theory isnt dead, it has evolved. Diversification still works, but not in the way you think. Upgrade your portfolio today by learning from the legends like David Swensen of the Yale Endowment and Warren Buffett of Berkshire Hathaway. Dividends, value, and alternatives, are all investment strategies that can be incorporated into your portfolio, but deriving the proper blend that is tailored to your goals, your ability to assume risk, and your willingness to assume risk, is key to your financial success. Whatever your aspirations may be, we will build a strategic allocation designed to incorporate the many factors affecting your financial success, all while keeping an eye to the horizon for pending change.
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