info@moneyprofessionals.net (850) 433-3386 HOME SERVICES ABOUT RESOURCES CONTACT FREE CONSULTATION Investment Management Our Customized Approach Money Professionals, LLC acts as a fiduciary, which means that we must always do what is in your best interest. Our compensation for investment management is on a fee-only basis. We believe that an individual’s investment approach must be appropriate with respect to the current financial situation and to long term needs and goals. Further, we believe that the purpose of investing is the achievement of personally unique income and accumulation goals; not merely the maximization of returns. Acceptance of inordinate risk is inappropriate and unnecessary. Investment Process We begin a relationship by assessing your financial situation, goals & desires, and the appropriate level of investment risk, which generally involves one or more interviews with you. Analysis Our financial forecasting tools and assessments assist us in identifying the minimum average annual return required to meet your goals as well as your specific tolerance for various types of risk, allowing us to determine an appropriate asset allocation for your portfolio. Personalized Investment We then attempt to select investments that are likely, over time, to meet or exceed that portfolio’s goal and yet remain within the identified risk tolerance. Our selections reflect your individual concerns and our assessment of the current state of the economy and the markets. We Put Your Best Interests First By Federal law, we act in a fiduciary capacity, which means that we must place your best interest over the interest of our firm in all circumstances. We are legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience, and accounting to our clients. Specialized Management Services We can provide specialized management services for your Taxable Portfolios, Trust Accounts, ROTH and Traditional IRAs, Inherited IRAs, Annuities, and Self-directed and Employer-sponsored retirement Plans. Investment Management Compensation Our portfolio management fees are determined on a case-by-case basis, depending on the size, goals, and complexities of the portfolio. Our management compensation is limited to fee-only. Your Net Return Taxes can also impact the overall success of your portfolio, so we seek ways to work legally and conservatively within the tax laws to maximize your return. Want a no-cost and no-obligation consultation? Please fill out the form below and a member of our team will reach out to you shortly to schedule your free, no-obligation consultation. First Name Last Name Email Phone Preferred Contact Method Phone Email Additional Information Get A Free Consultation Home Investment Management Financial Planning About Resources Contact Business Continuity Code of Ethics Disclosures Privacy Policy 625 E Romana St Pensacola, FL 32502 (850) 433-3386 info@moneyprofessionals.net This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2021 Money Professionals, LLC. All Rights Reserved. Website by Smarter Web, a division of Digital Boardwalk.