PUNTA GORDA FINANCIAL PLANNING LLC
PUNTA GORDA, FLORIDA

We can provide objective advice to you, taking into consideration all your financial goals. We work on an hourly fee basis from our Punta Gorda, Florida office, and will not try to sell you anything. Next, go to the Interactive Tool, our helpful, no-obligation “what if” simulator. Answer a few questions about yourself and your financial objectives. Click the button below. My aim is to offer financial clarity and reassurance. I specialize in helping individuals and families determine what is most important in their financial lives, identify short and long-term goals, and make great choices for achieving comfort, security, and peace of mind. For more information, check out this helpful guide: Whatever your situation, our financial planning process takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. PGFP has a fiduciary duty to our clients, meaning we have a fundamental obligation to act and provide financial and investment advice that is in your best interest. This means we will not engage in any activity that conflicts with the interest of any of our clients, and we will use reasonable care to avoid misleading our clients. PGFP will also provide full and fair disclosure of all material facts to you and other prospective clients. We will ensure that any investment advice we provide is impartial at all times, and that all conflicts of interest that could lead to impartiality, whether intentional or not, will be disclosed. We will never use a clients’ assets for our own benefit or the benefit of other clients. Let us help you make great choices. The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. We help you organize your finances by providing you with access to your own, private Secure Hub. This personal financial control center is a one-stop place to organize, protect and oversee all your finances. Let us help you make great choices.