- A home is often a person’s most valuable asset. The debt that is incurred in the purchase of this asset is also generally among a person’s largest. Many people view their mortgage as a burden and have to plan their monthly expenditures around this payment. Your home should compliment your financial picture instead of clutter it. Whether for tax deductions, debt management, or investment value, your home can be a tool instead of a burden. Whether you are trying to decide how large of a home to purchase for your first time or using as a financial device, our professionals know how to help our clients to view their home as useful necessity.
- Whether you are close to retirement or just starting to define your goals, planning for the unknown can be a complex and confusing endeavor without the help of a qualified investment professional. Our experience has been that personal financial success is more probable when a tangible financial plan is in place. At Fiat Advisory, we believe that by developing a long-term financial plan, coordinating this effort with an experienced advisor, and adhering to sound investment principles, you have a much greater chance of achieving financial freedom.
- Typically, when people consider investments, they often visualize the stock market. Indeed, common and preferred stock have historically been among the greatest places to put money for the long-term. After the foundation of your financial house has been secured and your retirement plans have been formulated, it is time to begin looking toward equity investments. Over time, even small amounts, if carefully invested, can produce significant results.