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Weekly Insight Just For You!

 
 

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PORTFOLIO ASSESSMENT

Is your current strategy accelerating your financial independence? Find out how you may be able to optimize your portfolio and investments for faster results.

 

FINANCIAL

PLANNING

Our goal is to provide a comprehensive lifetime blueprint that shows you wealth-building and preservation strategies to help shorten your path to financial independence.

 

INVESTMENT

MANAGEMENT

We understand that with wealth comes responsibility. We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time to live the life you want.

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EXECUTIVE OR PROFESSIONAL
HIGH NET WORTH INDIVIDUAL
 
 

TOP REASONS TO CONSIDER FLUENT FINAnCIAL...

Our firm combines smart investments with cutting-edge tax reduction strategies
 
Independent, unbiased advice without the pressure of any proprietary product sales
 
We create a customized and comprehensive lifetime financial plan
 
We are a fee-based firm
 
Published in FORBES Magazine as one of the top wealth managers in Texas
 
Recognized in Texas Monthly for superior level of client satisfaction
 
CERTIFIED FINANCIAL PLANNER™ Practitioner and fully licensed customer service specialists
 
Limited number of clientele per advisor
 
99.2% annual client retention rate

 

 
  Goldline   Five Star Award   Goldline   Five Star   CFP   Wealth Vision   LPL Financial   SIPC  
SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC.
INVESTMENT ADVICE IS OFFERED THROUGH FLUENT FINANCIAL, LLC, A REGISTERED INVESTMENT ADVISOR AND A SEPARATE ENTITY FROM LPL FINANCIAL.
THE LPL FINANCIAL REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE
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