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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. |
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Stacy Francis was
on the Today Show!
Watch March 27, 2008 |
Watch October 15, 2007 |
Watch August 21, 2007
We can provide
to you...
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Unbiased, fee-only comprehensive financial planning and investment
advice.
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Fixed-price planning for financial planning and investment
management services.
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In our office, via telephone, or in your home.
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Experienced CERTIFIED FINANCIAL PLANNER™ practitioner /
Certified Divorce Financial Analyst™/
Registered Investment Adviser.
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We can help you...
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Save money on taxes |
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Maximize your cash flow |
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Make your money work as hard as you do |
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Protect against financial risks |
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Provide a safety net for your family |
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Strengthen
your portfolio |
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Build a solid foundation for the future |
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Handle
your money with confidence |
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Simplify your life and save you time |
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Achieve
financial independence |
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Align your investments with your values |
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Generate a steady stream of retirement income |
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Reduce stressful
decision-making |
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Enjoy happy, golden years |
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Ease record-keeping burdens |
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Create and preserve wealth |
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Live a more joyful
and prosperous life |
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Leave a legacy for loved ones |
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Sign up for the Francis Financial Monthly Newsletter
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Click here for a free Financial Security Analysis
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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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