Who We Are :: Our Practice

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

Yes! Folse Financial is a “practice.” After all, the only way to continually strive to be at the top of your game is to practice, practice, practice.

Advisors with Folse Financial strongly believe in continuously gathering information on the economy, learning best-practices for delivering advice, and keeping current on investments and investment tools. We actively seek out knowledge from other trusted advisors in order to stay on top of the constantly changing dynamics of our business.

All of our financial professionals are also affiliated with National Planning Corporation. Our representatives offer sound financial advice and provide investment strategies which take your entire financial picture into consideration.

So whether you are an individual investor, self-employed business owner, newly retired, or faced with some other financial life transition, we want to be your resource for information and advice.

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