Your Financial Prosperity
Is Our Goal
Is Our Goal
When our clients join us their management fee not only covers the accounts directly under our supervision but also entitles our clients to a whole host of other financial advice.
During the personalized planning process we seek to understand and help our clients on several financial topics including mortgages and refinancing, 401K investment options, education planning for their children, taxes related to their investment accounts, etc.
We do this as a benefit to our clients because we know that financial planning is all encompassing, and although there may not be a direct fee involved, our clients’ overall financial prosperity is our ultimate goal.
Email us for more information.
info@pipcapitalconsulting.com
CONTACT
info@pipcapitalconsulting.com
(815) 577 – 7862
DISCLAIMER
Pip Capital & Consulting, LLC is a registered investment advisor in the state of Florida. The firm may not transact business in states where it is not registered or exempted from registration. However, in most states, the firm is exempt from registration if it has fewer than six clients who are residents of that state. As such, Pip Capital & Consulting, LLC is free to provide services to residents of most states and applies for registration as required. Responses to persons or entities that involve transacting securities or investment advice for compensation will not be made without registration or exemption.