Our clients are people looking for a personal financial advisor because they lack the time, knowledge, or desire to create and monitor their financial plan.
Partnership Wealth Management provides our clients with reassurance regarding their financial planning goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be.
Working with us as your independent financial advisor, you won’t have to worry about our recommendations being biased towards a specific investment or product company.
Our full-service practice provides:
Although mortgage rates jumped in December after the Fed's rate increase, they have come down since the beginning of the year. According to BankRate.com, current rates for thirty-year mortgages are 3.85% nationally (rates posted online as of 2/17/2016). While you may have a low rate on your current mortgage, you may want to consider evaluating your refinance options to lock in potentially lower rates. [MORE]