Our Value

Our Value

Gain Confidence  

Our goal is to keep our clients’ trust.  We provide independent and objective advice, while abiding by the Certified Financial Planner Board’s Ethical Standards.  These standards require us to put our clients’ interests ahead of our own at all times, to inform each client of any conflict of interest, and to disclose all sources of compensation.

Make Intelligent Financial Moves 

We take the time to understand each client’s comprehensive financial situation, not just their investment portfolio.  This includes: 

  • Cash flow needs
  • Retirement Planning
  • Health and Life Insurance needs
  • Education planning
  • Tax issues
  • 401k Reviews
  • Any other issues important to each client 

We provide on-going monitoring of each client’s investment portfolio, and produce investment performance reports quarterly for our Fee-based portfolios.  We offer the opportunity to meet in person to review quarterly performance reports and also discuss progress towards financial plan objectives.

Our advice is customized for each client, whether we are developing a comprehensive financial plan or an investment portfolio allocation.  We do not give canned product pitches.  Our focus is to provide advice that finds the optimum solution to each client’s financial situation.

While our clients work hard to save for the future, we work to keep investment costs and taxes low so that more of our clients’ savings goes into their pockets.

Enjoy Life

Once our clients know they have a comprehensive plan that is being monitored for them, their worries about the future can be reduced.  The focus of our clients’ energy shifts to the aspects of life that they know and enjoy, such as career success, arts and leisure pursuits, spirituality, volunteering, etc.

When it comes to financial organization, it is our objective to ease our clients’ anxiety by simplifying the process to see their complete financial picture.  We have the ability to view on-demand investment values for all accounts, including the ones we do not manage.

There are times when our clients have concerns for a family member’s financial well-being, and may request our help with the situation. Because we know family is important to our clients, we provide complimentary consultations to parents, children, or other close family members of our clients when requested.

*Securities and advisory services offered through FSC Securities Corporation, Member FINRA, SIPC and a registered investment advisor. Certain insurance products are offered through Moveo Financial Group, Inc., which is not affiliated with FSC Securities Corporation, and is not a registered broker dealer or investment adivsor. 2260 East Brown Road #6W Mesa, AZ 85213.  480-275-5219.  Michelle L. Patel is registered in the following states: Arizona, California, Colorado, Illinois, Oregon, and Washington.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is stricly as a courtesy.  When you link to any of the web sites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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