Francis Financial, Inc.
Your Path to Prosperous Living™

 

 

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CERTIFIED FINANCIAL PLANNER

 

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Stacy Francis, CFP®, CDFA™

Independent Advice for the

Independent Consumer

 

Francis Financial, Inc. is an independent, fee-only wealth management firm that specializes in helping individuals achieve financial freedom. We do not sell financial products, accept commissions or compensation from any other source so clients expect and get unbiased advice.

 

Stacy Francis was on the Today Show!

Watch  March 27, 2008  |  Watch October 15, 2007  |  Watch August 21, 2007

We can provide to you...

 

Unbiased, fee-only comprehensive financial planning and investment advice.

Fixed-price planning for financial planning and investment management services.

In our office, via telephone, or in your home.

Experienced CERTIFIED FINANCIAL PLANNER™  practitioner / Certified Divorce Financial Analyst™/ Registered Investment Adviser.

 

We can help you...

Save money on taxes Maximize your cash flow
Make your money work as hard as you do Protect against financial risks
Provide a safety net for your family Strengthen your portfolio
Build a solid foundation for the future  Handle your money with confidence
Simplify your life and save you time Achieve financial independence
Align your investments with your values Generate a steady stream of retirement income
Reduce stressful decision-making Enjoy happy, golden years
Ease record-keeping burdens Create and preserve wealth
Live a more joyful and prosperous life Leave a legacy for loved ones

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Francis Financial, Inc.

111 John Street, Suite 240

New York, NY 10038

 

Phone: 212-374-9008

Fax: 646-219-6799

 

Stacy@FrancisFinancial.com

 

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Copyright © 2008 Francis Financial, Inc.
Last modified: August 11, 2008