Optimize Your Financial Goals and Objectives
A J Feldman Financial, LLC, is an independent, comprehensive, fee-only investment advisory firm. Each client receives individualized attention to best understand specific situations and circumstances in order to create proactive, customized, transparent and easy-to-understand financial plans. A J Feldman Financial helps clients obtain peace of mind and a strong foundation on which to build and maintain future wealth.
Defining financial goals and objectives is critical to long-term success, and A J Feldman Financial sets the parameters to work together on defining and achieving a strong plan to make you comfortable on your financial journey. Together, advisor and client navigate, course correct and stay focused on a holistic approach to create a lifetime investment policy statement.
Big Journeys begin with small steps.
Keys To Building Successful Plans
- Establishing and defining the client-planner relationship.
- Gathering client data, including goals.
- Analyzing and evaluating your financial status.
- Developing and presenting financial planning recommendations and/or alternatives.
- Implementing the financial planning recommendations.
- Monitoring the financial planning recommendations.
What We Can Do For You
At A J Feldman Financial we help create a path for our clients to achieve their financial goals.
Estate & Legacy Review
Focusing on what we can control.
A J Feldman Financial works with clients to focus on what we can control. A J Feldman Financial creates a investment plan tailored to each client’s needs and risk tolerance. A J Feldman Financial is mindful to manage expense, turnover and taxes and stays disciplined through market dips and swings.
A J Feldman Financial helps clients understand their role in the process and how savings and cash flow strategies can have a material effect on long term financial success.