Prudent Money Solutions
Prudent Money Financial Services is dedicated to helping clients achieve their financial goals. We offer a variety of solutions, including personalized money management, financial planning, and much more. Our goal is to meet our clients where they are and develop a tailored plan to meet their desired objectives. Discover more about the solutions Prudent Money has to offer and get started on your journey towards financial security. The bottom line is – In all cases, there is never a fee for us to sit down over the phone or in person to see if Prudent Money is a fit for you. We can help you whatever the stage, whether you are beginning or in retirement.
Former Employer 401K
We have a solution to maximize the value of your old 401K investments. Bob understands the complexities of rolling over an old 401K and will work with you to create a plan that optimizes your returns. With Bob's guidance, you can make sure your old 401K (plus your new 401K) is making the most out of your money.
Retirement Planning
Bob offers Fee-Based Financial Planning services, providing personalized advice and guidance to help you make the right financial decisions. Bob can work with you on an hourly fee basis, where he will sit down with you and provide one-on-one investment advice planning. He can also help you plan for pre-retirement or retirement, ensuring that your finances are managed and secure.
Retirement Income
Bob understands that planning for income in retirement is complex and requires a comprehensive approach. He looks at all sides to determine your individual needs and goals and then creates a plan to help you reach them. Bob provides a personalized service to ensure that you have the retirement income you need.
Guaranteed Investments
With access to today's best locked-in rates, you can rest assured that your investments are secure and your returns are guaranteed. Bob will work with you to evaluate your situation and determine if a guaranteed investment approach is the right fit for you. With competitive rates and guaranteed returns, you can have peace of mind knowing your investments are in good hands.
Investing
Bob's money management service utilizes a Plan A and Plan B investment portfolio to make the most out of any market environment. This investment approach seeks to maximize returns while mitigating risk so that you can achieve your financial goals. Bob's strategies have been designed to help you stay on the path to financial success.
Lifelong Learning
Bob is committed to providing lifelong learning to his clients. He strives to ensure that his clients are able to make informed financial decisions that will benefit them in the long run. Bob provides educational resources to help his clients gain a better understanding of the financial world to make sound financial decisions -
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Schedule an initial 30-minute
no cost appointment
What is the process for becoming a client?
Step 1
Schedule a no cost no obligation initial phone consultation with Bob by clicking here.
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Step 2
When you meet with Bob, you will discuss your goals and review your financials to design a plan for you to consider.
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Step 3
We will take care of it all for you! When you move forward with the plan, we will set up any necessary accounts.
Contact
Like what you see? Get in touch to learn more.