Picket Fence Financial

"Saving You From Wall Street" is the motto of Picket Fence Financial. If you want advice tailored to your needs from financial planners with the highest professional credentials at a fair price, please contact us today. So you can get to know us better, we offer several educational tools, absolutely free, at our website. Please visit www.picketfencefinancial.com/education.html if you are interested.

We specialize in two areas: holistic financial planning and insulating portfolios from market losses. We help people make better use of their money and align their money with their true goals through planning. Our clients understand exactly where they stand financially and where they need to go.

One way we help them get to their goals is by creating diversified, low cost, tax efficient portfolios that mitigate risk. Our investment process helps clients avoid losses. If you would like a free video or DVD showing you how I do this, please contact me via email or telephone.

 

 

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Advisors at this Office

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This Office

2706 Alt 19 Alt 19 Key West Executive Center Palm Harbor, FL 34683-2662 Phone: (727) 487-3966

Primary Office

512 Baltimore Pike Bel Air, MD 21014-4330 Phone: (410) 878-2999

Other Offices

2706 Alt 19 Alt 19 Key West Executive Center Palm Harbor, FL 34683-2662 Phone: (727) 487-3966
1 Olympic Place Suite 900 Towson, MD 21204 Phone: (410) 878-2999