Who We Are

We work with you through the four phases of your financial life!

We take into account the “big picture” of your financial strengths, weaknesses, objectives, opportunities…

The Four Phases

Folse Financial was founded in 2002 as a result of the changes in the financial services industry at that timeā€¦a time when individual investors were facing tough challenges and were hungry for available, comprehensive financial advice. So when many investment professionals were fleeing the industry, we thought we could help.

Our team of independent investment and financial advisors working with other trusted independent professional resources (such as estate attorneys, accounting and tax professionals and business advisors) can provide a holistic approach for your wealth management needs. We take into account the “big picture” of your financial strengths, weaknesses, objectives, opportunities, and time horizon in order to provide useful, lasting financial solutions.

To do this, we work with you through the four phases of your financial life:

  1. The Accumulation of Wealth Phase
  2. The Managing of Wealth Phase
  3. The Distribution of Wealth Phase
  4. The Transfer of Wealth Phase
    

Each of these phases present unique opportunities and challenges to your financial wellbeing, and how you approach each phase is as important as how you transition to the next. Folse Financial can assist you with navigating these phases so you and your family have a trusted advisor to help you work toward your financial life goals.

 

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