Flourish Financial Group
In 2005, during my last year in University, I started my career in financial planning.
In 2013, with gratitude for all I had learned from my time working with Mutual Insurance Companies, I decided to start my own Registered Investment Advisor (R.I.A.) firm.
This allows me to offer 3 portfolio's build out of my favorite mutual funds & ETF's to clients that are values aligned with me. Because we are an R.I.A. we get access to these funds without the typical A,B,or C sales charges and instead offer transparent pricing of 1.2% a year billed quarterly.
This structure also makes me a Fiduciary who is regulated and legally required to do what is in the best interest of the client (unlike a salesperson).
I am also a (ChFC®) Here is a link about it from Investopedia
All accounts are currently held and managed at Charles Schwab, after they bought TD Ameritrade, after they bought Scottrade.
If you are interested joining or becoming a Mentee please reach out to Nandi directly.
If we haven't met before please use the sign up form on the Home Page :)
Here's the link if that helps... https://forms.gle/qfWuB3vCzFrpPKWF9