Services

Wealth management is more holistic than traditional money management techniques. We'll use advanced strategies to address issues that affect your complete financial picture, from taxes to business ownership to financial planning for your estate. 

“Long-term thinking and planning enhances short-term decision-making.” Make sure you have a FinePrint Financial plan of your life in hand. Your counselor can walk you through what type of retirement plan you currently have available.

Retirement planning has five steps: knowing when to start, calculating how much money you'll need, setting priorities, choosing accounts and choosing investments. We'll consider which investment accounts qualify and walk you through the eligibility process.

A Portfolio Line of Credit allows you to use the securities in your investment account as collateral for the money you receive. 0Learn about the risks, qualification process, managing and monitoring techniques with your counselor. You can then feel confident to proactively track and take action with your credit portfolio.

Worried about the debts you've accrued? Your financial counselor reviews your areas of credit, current money and debt management, and budgeting techniques. Discuss your financial situation with your counselor to develop a personalized plan to solve your money problems. 

Offering financial counseling to service members and their families on issues or budgeting, money management and debt reduction. Work with your FinePrint educator that is familiar with the issues that affect service members. Service members, National Guard, reserve members and their families and survivors are eligible. 

Determine the total cost of college attendance and figure out how to pay for your expenses with a financial counselor. Your counselor will formulate a plan with your cost, location and schedule in mind. There are many options available to help you save, including 529 college savings plan, federal/private loans and FAFSA benefits. If you’re unsure of how to get your education funding plans off the ground, talk to a financial counselor today.