WORK WITH A FEE-ONLY FIDUCIARY....
WHO YOU CAN TRUST
WHO IS TRANSPARENT
WHO IS INDEPENDENT
Don't let uncertainty keep you up at night
Are we saving enough for retirement?
Should we adjust our current portfolio?
How does tax planning fit into my long-term goals?
OUR CLIENT'S BEST INTERESTS ALWAYS COME FIRST
Fiduciary standards we follow include:
1. Provide fee-only advice
2. Avoid conflicts of interest and mitigate them where they are unavoidable
3. Be transparent on client costs, fees, and terms
4. Remain independent from any bank, broker dealer, insurance provider, or custodian
5. Do not physically hold or possess any clients assets, securities, or money
6. Do not accept commissions, referral fees, nor revenue sharing
Our "typical" client is someone who...
- feels overwhelmed with their current financial situation
- has specific problems or questions unanswered
- is concerned about the volatility of their portfolios
- doesn't have a financial plan and wonders if they are on the correct path to retirement
- your partner was previously in charge of investments and now you are doing it yourself
- lost money in the market and now needs to take things more seriously
- doesn't feel they are getting enough service for the money they are spending
- values our time and is willing to be open and honest with us
Feel free to reach out if you have any questions...
Thank you for getting in touch!
One of our colleagues will get back to you shortly.
Have a great day!
Mazuelos & Company is a registered investment adviser based in Fort Lauderdale, Florida. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Additional information about Mazuelos & Company, LLC is available on the SEC's website at www.adviserinfo.sec.gov - our firm's unique CRD number is 316534. A copy of our firm's Part 2 Brochure can be found here. This website is a publication of Mazuelos & Company, LLC. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding specific legal and tax situations. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a client's portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.