At Spark Financials, we transform difficult financial decisions into an easy to understand action plan. We provide virtual, comprehensive financial advice to clients locally and across the country with no asset minimums, no product sales and no control over your money.
As a Registered Financial Planning Firm, we are held to the fiduciary standard of care. This means that we are legally and ethically required to act in your best interest.
We select securities that fit closely with our Client's goals, risk tolerance and timeline. Our research driven approach helps us develop investment portfolios with appropriate diversification and low internal fees.
Your financial life is like an interlocking puzzle. This is why our financial planning covers a variety of financial topics such as retirement planning, debt management, and tax optimization.
Regular and accessible communication is key to a Client/Planner relationship. When our Clients are in need, we are always just a phone call or email away.
Our fee-only firm doesn't manage investable assets. This means that we not have "investment asset minimums" nor relationships with other brokerage firms.
Fee-only financial advising eliminates conflicts of interest that can be caused from third party commissions and kickbacks. Our loyalty abides with our clients.
Danielle Miura, CFP®