You have a story and it is our responsibility to discover that story and build a plan around that story. Our advisors are like the financial director coaching you through the movie of your life.
Financial coaches need to know where you want to go, the settings that the next scenes will play out in, who the supporting cast is, and ultimately, how you want this story to end. Money is tied to this story, whether it be the story of the past, the present or the future.
Life-Focused Wealth Planning is the foundation of what we do at Polley Wealth Management. Throughout life we pass through many transitions and life stages. Getting started in your career, starting a family, established in your career and starting to think about retirement planning or in retirement? Financial planning is important and the earlier you start, the better.
We realize that every life stage brings different priorities and challenges. Our advisors are more than just "money experts". We listen to you and learn about your values, current circumstances, and goals. By fusing together both the financial and emotional aspects of your life, we are better equipped help you.
We help you through every stage of life because we make you our focus, not your money.
Finding the right mix of happiness, meaning and psychological richness is an ongoing process. You might find that the emphasis you place on each shifts as you progress through various transitions in life.
Unbiased and Life-Focused Advice
Most traditional firms only get paid when you move your investments to their firm, which results in a conflict of interest. We believe the best way to deliver unbiased advice is to charge separate fees – one for financial advice, coaching and planning and one for investment management.
Let’s discuss how our premier financial advice, planning and coaching program, called Life-Focused Wealth Planning at Polley Wealth Management can help you align your assets to these important goals every step of the way.
that includes *Bronze plus:
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Take the first step towards securing your financial future by contacting us today.
Let us show you how our expertise in wealth planning can make a profound difference in your life and help you achieve the financial success you deserve.
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.