We apply the financial strategies of the super-wealthy to you.
Partner with a team of high-level finance specialists who take an all-inclusive approach with your portfolio.
High-Level Specialists
High-Level Attention
Proactive Communication
If your money is being managed by multiple companies that don’t know what the others are doing, you risk:
- Missed opportunities and costly mistakes.
- Portfolio investments competing against each other.
- No cohesive plan to strategically grow your wealth.
- Outliving your retirement funds.
Since 2008, the Four Financial Management team has been giving clients a simpler, smarter way to manage all finances. Our services work best for people with $1 million+ portfolios who want consistent coordination in:
✔ investment management
✔ tax planning
✔ insurance
✔ estate planning
✔ financial planning
One Strategic
Team
High-level specialists working together for an efficient and effective financial plan.
Coordinated
Service
We know the tools and strategies it takes to optimize every area of wealth building.
Proactive
Communication
We actively oversee your accounts and keep you informed regularly.
1. We have a real conversation.
This conversation is a two-way street, not a sales pitch. It's our chance to really hear you, learn your goals, and discover if we're the right fit for each other.
2. You get the
Master Plan.
Next, our specialists examine your complete financial picture to create a Master Plan. We’ll analyze what's working well for you and make improvements as needed to optimize your financial health.
3. Your finances are handled.
Now you can sit back and relax while we proactively manage your wealth. With direct access to your very own team of financial specialists, you’re free to focus on what you care about most.