Fidelis Financial Planning, L.L.C.
OUR FIRM specializes in helping middle and upper middle class clients construct an integrated financial plan to help them achieve their life goals in light of their particular life situations and market fluctuations. We utilize a team approach to analyze and plan the investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on the client’s specific needs, circumstances, and goals. Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals.