Dedicated to providing clients with a better alternative for their Investment, Retirement and Tax Planning Needs
Financial Planning & Investment Management
Why LongView?
Trust. Experience. Service.
Fiduciary Duty
Unbiased Advice
As a Registered Investment Advisor we have a legal obligation to always act in your best interest. We never earn any commissions or hidden fees, so our advice is truly unbiased.
Disciplined, Low-Cost
Investment Management
All investments are not created equal. There are measurable differences in the quality, costs and suitability of the almost limitless number of investments available to individual investors.
One-to-One
Personal Service
LongView is a private, owner-operated firm. No cookie cutter approach here. Work with the same advisor every time and receive the personal service you expect and deserve.
Those seeking an experienced and trustworthy advisor with whom they can build a long-term relationship face important and oftentimes difficult decisions:
- Overwhelming number of advisor, investment and 401(k) rollover options to choose from;
- Questions and concerns regarding advisor pay, incentives and possible conflicts of interest;
- Will you be just another number dropped into a cookie cutter approach, or will you receive the personal service you expect and deserve?
Please click below to schedule a free, no-obligation consultation
to see if LongView is the right fit for you.
What is the CERTIFIED FINANACIAL PLANNERTM Certification?
Many people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification marks.
Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. An experienced Certified Financial PlannerTM can help you:
Define Your Objectives – Help you create a comprehensive snapshot of your current financial situation and assist you in defining future financial goals and desires. Help you organize and prioritize your objectives, and provide specific, realistic ideas on how you might best achieve these goals.
Design and Implement an appropriate Investment Strategy – Help you create and low-cost, tax efficient investment program that offers you an appropriate balance between protection of principal and long-term growth. Within that framework, provide specific ideas on how to diversify your Investment Portfolio to help minimize risk and volatility.
Monitor Performance and Maintain Asset Mix – Regularly monitor and re-evaluate your investments to determine their ongoing suitability. Rebalance your portfolio as necessary to maintain appropriate diversification.
QUESTIONS?
Commissions, high costs, and tax inefficient investments can all work against you in your effort to secure your financial future. Contact us to schedule a free investment audit to help uncover the real costs of your current investments and let us help you keep more of what’s already yours.
This website is for informational purposes only and does not represent a complete description of our services. This website is not a solicitation or offer to buy or sell securities or investment advisory services.
Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market of other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of such information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties expressed or implied as to the accuracy, completeness or results obtained from any information posted on this or any linked website.
Information on this website does not involve the offering of personalized investment or financial planning advice. Rather, it is limited to providing only general information on investment, retirement, and financial planning ideas, services, and products.
Any and all charts, graphs, stock and/or mutual fund quotes are for illustrative purposes only. They do not depict actual investments, actual results, or actual client experiences and results.
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LongView, Inc. is a Registered Investment Adviser in the State of Florida. What might have lead you to our site: Central Florida Certified Financial Planner; Certified Financial Planner in Central Florida; Orlando Retirement Planner; Central Florida Independent Investment Advisor; Retirement Planner in Central Florida; Orlando Area Investment Advisor