Prudent Money Financial Services
Prudent Money Financial Services is committed to helping you achieve your financial goals with personalized solutions like money management and financial planning. We meet you where you are and create a tailored plan to reach your objectives. Get started on your path to financial security today. Best of all, there’s no fee to discuss how Prudent Money can help, whether you're just starting out or close to retirement.
Money management is the cornerstone of our services, providing a tailored strategy to help you achieve your financial goals. Through Plan A and Plan B portfolios, we balance growth and risk management to ensure long-term success, adapting to your unique needs and giving you confidence that your investments are protected and working to secure your future.
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How can I start working with Bob ?Finding the right financial advisor is about finding the perfect fit, and I’m here to help you do just that. Our process starts with a simple, no-pressure call to discuss how I can assist you. Together, we’ll determine the next steps at a pace and communication method that works for you.
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How do I know if I have enough for you to manage? Does Prudent Money have minimum requirements?I take a different approach. For 32 years, I’ve focused on helping people, not turning them away. With rising minimum investment requirements, many are left turning to automated investment platforms or navigating their financial journey without professional guidance. That’s why I offer tailored programs for everyone, built on the stewardship principles shared on my radio show, to help you achieve your financial goals.
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How will Prudent Money work with the amount of risk I am willing to take?We carefully assess your tolerance to ensure it aligns with the level of risk you're comfortable taking, whether high or low. Getting this right is essential for us to serve you effectively. At the core of any successful financial plan is strong risk management, which we believe is fundamental to the responsible stewardship of your financial future.
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What are your fees and how do they work?Our fees are structured based on the services provided. That might be an hourly rate, a one-time project fee, or an ongoing investment management fee. All fees are deducted directly from your investment account. We offer all new clients a complimentary phone consultation, as well as free guidance for quick questions via phone or email. Additionally, you’re always welcome to ask a question using the box above and access the free resources available on our website.