Planning, Protection and Management of Wealth
Planning
Protection
Protection
Holding the designation of
Certified Financial Planner™
since January 2000,
Robert A. O'Toole, CFP® has worked with clients in the key financial planning areas of investments, taxes, retirement, financial position with debt management and estate planning.
Protection
Protection
Protection
Probably the last thing a client who has been working hard towards financial goals wants to see is the erosion of all that hard work-- whether it be from unforeseen circumstances or a sharp downturn in investment markets. Working with clients, the strategy is to mitigate risks in a thoughtful way, appropriate for the client's situation.
Management
Protection
Management
There's a simple approach to managing your investment portfolio: we look to perform with the investment markets, not outsmart them. Constructing a portfolio tailored to a client's financial goals helps place clients in the best position possible to achieving their financial goals.
Advisory Services for Clients
Personal Wealth Planning, LLC is a Registered Investment Advisory Firm
Clients come first. Acting in a fiduciary capacity the firm always places client interests ahead of all others. As a "FEE ONLY" firm, objectivity isn't compromised by the lure of commissions or any other compensation from product sales.
Financial Planning Advisory Fees
With a holistic approach to financial planning, services are tailored to each client's individual needs and priced accordingly.
Investment Advisory Fees
Investment portfolios are constructed with careful consideration of individual client financial goals and client feelings related to risk and their wealth.