What to Expect
Comprehensive Planning. Portfolio Management.
Whether it be comprehensive financial planning, asset management, or just a few hours of help along your way, Full Picture Financial has provided for a unique client experience in which in-depth discovery conversations are held, financial data is reviewed in detail, recommendations actions are formulated in accordance with stated goals, and regular maintenance is assured.
1: No Obligation Consultation
No charge or stated duration: We produce a "Quick Sheet" to determine how you can benefit from our education and/or portfolio management services.
Documents To Have Available
- Workplace or Social Benefit Program statements or booklets
- Annuity or Pension statements
- Private Insurance policies (disability, life, long-term care, P&C, umbrella)
- Investment and Bank accounts
- Paychecks or W-2's
- Loans and credit card statements
- Direct Investment summaries
- Estate Planning documents (wills, trusts, powers of attorney, etc.)
- Any Budgeting Work previously attempted
The Full Picture Financial Mission
FPF makes use of the financial planning process, as prescribed by the Certified Financial Planner Board of StandardsTM, to help clients understand their financial position and what it will take to meet, or possibly exceed, their objectives.
Begin Your Process Today
Make an appointment to assess and improve your financial standing.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Ross Emmer is an Investment Advisor Representatives with Dynamic Wealth Advisors dba Full Picture Financial, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.