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 727-233-3536, Florida   
 410-878-2999, Maryland

Financial Planning and Investment Management Services
Serving Florida and Maryland Residents

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You have priorities in your life: family, career, health, faith, maybe even your golf game. You shouldn’t let money worries distract you from what is really important. If you would rather spend time enjoying life, rather than the part-time job of financial planning, let Picket Fence Financial serve you.

Imagine working with a financial planning firm not compensated by commissions. If you are like most people, you desire investment management advice tailored to your needs and not sales quotas. That is Picket Fence Financial. Our fee-only compensation for financial planning indicates we never accept commissions or compensation of any kind related to the investment products we recommend.

We offer comprehensive financial planning and investment management. Competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances and ultimate financial goals. A truly comprehensive financial plan, therefore, is much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decision is made within the context of the full picture.

Our financial consulting firm offers the following services:

We work with retirees and pre-retirees residing in Florida and Maryland.

The more you explore our site the more you’ll understand our motto: We save folks from Wall Street. You can discover the Picket Fence Financial advantage by viewing our videos under our Education Section.