Financial Fitness

  • As a Baby Boomer/Gen X you might have some concerns with your investments and retirement. 

    Investments
    Insurance
    Estate Planning

Generational Facts - Baby Boomers

Percent of the global population

15%

Technology Milestone

The television

Formative Experiences

  • Cold War
  • Post-war Boom
  • "Swinging Sixties"
  • Apollo Moon Landings
  • Youth Culture
  • Woodstock
  • Rise of the Teenager

Generational Facts - Gen X

Percent of the global population

20%

Technology Milestone

The Personal Computer

Formative Experiences

  • End of the Cold War
  • Fall of the Berlin Wall
  • Live Aid
  • Early Mobile Technology
  • Latch-key Kids; Rising Levels of Divorce

"When is the best time to retire?"

We'll work with you to plan when is the best time to retire.

"Will I run out of money?"

We'll help you have the peace of mind that you'll have enough.

"What about rising healthcare costs?"

We'll plan with you to come up with a comprehensive financial plan.

Why have a financial plan?

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”


Pablo Picasso

  • We'll find out how much you'll need for retirement.
  • We perform a risk analysis of your current portfolio.
  • We setup comprehensive financial planning.
  • We focus on investment management.
  • We are trained and accredited professionals.
  • We have an experienced team to help you achieve your goals.
Services

At Financial Fitness, we offer services that your traditional bank or financial firm won't offer.

Unlike traditional firms that only care about how much money you have;  Our goal is to help clients regardless of your net-worth.

Read More

What can we do for you?

We're here to help. Schedule an appointment with us below!
Schedule a Financial Fitness Physical
DISCLAIMERS
Financial Fitness is a registered investment adviser located in Las Vegas, Nevada. Financial Fitness may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Financial Fitness web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Financial Fitness web site on the Internet should not be construed by any consumer and/or prospective client as Financial Fitness solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial Fitness with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Financial Fitness, please contact the state securities
regulators for those states in which Financial Fitness maintains a registration filing. A copy of RIA Firm Name’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Financial Fitness upon written request. Financial Fitness does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Fitness web site or incorporated herein, and takes no responsibility therefor. 
All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. 
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  
This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.