Lotus Financial Services is an independent firm not affiliated with Money Concepts Capital Corp.
Financial Planning Success Solutions
Knowing exactly where you are, where you want to be, and what resources are available to you is essential to putting together a plan to achieve your goals in life. Our comprehensive financial life planning and wealth management services will help you to develop a personalized road map for success. Let us work with you to help you identify what is important to you in your life, then work with you to develop strategies that will help you realize your goals.
Comprehensive Discovery Process
Our discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals. Because you are a unique individual, we will base our analyses and suggestions on your personal needs, goals, perceptions, and attitudes.
Portfolio Management & Advisory Services
We provide professional portfolio management and a variety of advisory services to assist our clients in the management of their investment portfolios. Our disciplined investment process is customized for each client and utilized to establish guidelines for the portfolio construction process and targets for the on-going management of their portfolios. All portfolios are designed, monitored, and managed based on the client's goals in life, personal risk tolerance, time horizons, liquidity requirements, income needs, stage in life, current assets, beliefs about money, market outlook, and other relevant factors.
Independence & Flexibility
Because of our independence, we have access to a full roster of non-proprietary products and a complete menu of unbiased wealth management solutions. Our association with Money Concepts provides direct access to one of the largest product lines in the industry. This enables us to make unbiased recommendations utilizing the highest quality investments and planning solutions available anywhere in the market place. The flexibility we enjoy allows us to customize investment strategies and provide superior client-oriented service. Because we typically work on an "assets under management" fee basis, your success is our success. And as a certified financial planner, I am happily and proudly bound by the code of ethics of the Association of Certified Financial Planners to put your interests and welfare first.
Value, Quality & Seamless Service
We're committed to helping you meet your own unique challenges, objectives and financial goals. Moreover, we understand that financial life planning is comprised of more than just a prudently managed and well-diversified investment portfolio; it also includes tax planning, estate and legacy planning, and risk management. Accordingly, we will coordinate all aspects of your financial life plan with the team of outside advisors that we have assembled, or with the advisors that are currently working with.
Review our Investment Advisor Representative licensing at
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or Kevin Kennedy
or visit www.moneyconcepts.com