Your finances can be intimidating. That’s why, at Shala Financial, a financial planning firm serving Northeast Florida, we take the time to listen to you, learn your goals, and then create a plan through purpose-based investing. We want to help you create a lifetime income source and leave a legacy of wealth and wisdom to those you care for.
We create strategies to help provide our clients with added peace of mind when investing in the stock market by generating dependable income through interest and dividends. We do our best to manage expectations, and while we cannot control the market, we can try to help protect against the risk.
Financial author, Patrick Kelly, provides his take on how you can shape your retirement now in his book, Stress-Free Retirement. Learn about these helpful tips and more today.