Financial Consulate, Inc.
Over the years, we have found that clients who achieve the best outcomes with us share certain common characteristics. They typically live beneath their means, value financial independence over social status, and have accumulated a minimum of $1 million in investable assets through years of hard work and thoughtful decision-making.
We do our best work with these Practical Millionaires—individuals who want their money to be a tool for their lives, rather than living their lives for money. We take on the responsibility of wealth management by providing comprehensive guidance across retirement planning, investment management, and proactive tax planning.
When our clients partner with us, they spend less time worrying about their finances and more time enjoying their family, friendships, and passions.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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