Your Future is Our Focus
Where Do you Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money to be better prepared to achieve your goals. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Agape Financial Services, we strive to create a personalized financial roadmap that will help guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.
In all we do, our goal is to humbly serve you by nurturing long-term relationships built on education, trust and performance with the objective of helping you develop and implement an Appropriate and Effective Financial Plan.
What makes up an Appropriate and Effective Financial Plan?
Here are some stops along your trip toward having an effective Financial Plan... roughly in the order that they should be addressed.
Financial
Planning
Having a holistic financial plan, not just an investment plan, is a priority.
Protection
Planning
Having an insurance strategy to protect from the consequences of unexpected events.
Investment Portfolio Planning
Having an investment plan appropriate for your risk profile, time horizon and goals.
Educational
Planning
Do you have a need for education planning... for you, your kids
or your grandkids?
Estate
Planning
Manage your affairs today and control the distribution of wealth upon your death.
Do you know What your Risk Profile is?
Before we could even begin to suggest an appropriate investment portfolio for you,
we would need to understand your goals, your time horizon and your risk profile.
Click below for a complimentary Risk Profile Assessment
Download Our Free Ebook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."