About Picket Fence Financial, LLC

We named our financial planning company "Picket Fence Financia"l because we want you to have the same feelings associated with a home surrounded by a picket fence: comforting, secure, relaxing. Our mission is to provide this peace of mind to you, at least in your financial life.

We chose for our financial services to be fee-only because we believe it is the most ethical form of compensation. We believe the American public has been poorly served by Wall Street due to its sales focused tactics. We want to do what is right for you and your financial life, not focus on sales quotas.

At Picket Fence Financial, we are more than just financial investments. While financial investments are important, our goal is to take the burden of planning your financial life off your shoulders. We serve as your financial architect. You tell us what you want your financial life to look like, and we work with your accountant, lawyer, insurance representative, and others to build your financial house. And we follow-up over the years ensuring your financial life is progressing as planned.

Serving residents in Florida and Maryland, we can help you and your family with the following financial services:

• financial planning
• investment management
• retirement planning
• college planning
• estate planning

If you would like to learn more about our financial service, we invite you to meet with us for a complimentary, initial meeting.

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