Do you want an advisor who looks for the best for you?
At Advise Financial® we are convinced that a better tomorrow is possible; Our priority is to work every day for your Financial Well-being.
As Hispanics we take care of your finances always thinking about our culture. We know the most complex challenges successful Hispanic immigrants face; some of them are:
- Limited knowledge in financial matters.
- Low income on average compared to other cultures or races.
- No family inheritances to bear the heavy living expenses.
- Greater vulnerability to unemployment.
- They will receive a lower amount for Social Security upon retirement.
You need a specialist who takes care of your priorities and understand your culture, in your same language, and certified professionals with more than 20 years of experience.
1
CERTIFIED FINANCIAL PLANNERTM,
less than 20% of financial advisers
in the USA have this
certification.
2
Professionals with more than
20 years of experience
in the world of finance.
3
Financial advisers duly licensed
and regulated by the Office of
Financial Regulation of Florida
and the Texas State Security Board.
Frequent questions
We will open an investment account in your name; you will be the sole owner of your account. The money will never be delivered to Advise Financial. Your money will be protected up to $500,000 by the Securities Investor Protection Corporation.
We know that no one can always determine the winning horse or the winning investment, that is why we invest in a highly diversified and low-cost way, using funds from Exchange Traded Funds (ETFs).
We specialize in the family of successful Hispanics, providing bilingual financial advice and planning (English-Spanish) without high opening amounts and a personalized and close service.
To have a financial plan tailored to your needs, it is not necessary to invest through us, acquiring your financial plan as a specialty consultancy and allowing you to have your financial advisor for a monthly amount coupled to your budget.
