Who We Are :: Our Philosophy
We take into account the “big picture” of your financial strengths, weaknesses, objectives, opportunities…
When you choose Folse Financial to manage your wealth, you will experience a different kind of financial services. We guide you and your loved-ones through the four phases of financial life, while recommending investments that align with your most deeply held beliefs and personal values.
You’ll get appropriate advice and guidance when you are accumulating wealth, and we’ll recommend strategies and investments to help you achieve your goals. When you are ready to rely on your accumulated wealth for income or to spend on something important to you, we’ll explain and assist with distribution strategies. And, when it’s time to begin transitioning your wealth to heirs and charities, we will be there with you and your estate planning team to make sure your legacy is realized.
Our Practice has always centered on what is in the best interest of the client, and that goes for your time as well. After all, who wants to call a secretary, schedule a meeting 3 to 4 weeks or more out, and then take time out of life to drive to an office with troubled parking and difficult access? If you have a place of business, we’ll come to you. Want to meet in your home after work? We make the drive and find a place to park.
Working with a Financial Professional should be all about YOU! We strive to make it that way by utilizing the latest mobile technology and resources our Broker/Dealer Partner, LPL Financial, provides. Call, email, log into your accounts online, sit down face-to-face, or set it and forget it… we will accommodate your lifestyle to make managing your finances enjoyable. After all… It’s your financial life!