Welcome to Wakefield Financial Planning, LLC  

 

** We are not affiliated with a loan company in any way.  We do not provide loans of any type. **

 

We are a financial advisory firm specializing in helping families of corporate executives and small business owners build a comprehensive personal financial plan and investment strategy to achieve their life goals.

Our approach integrates your financial plan and investment needs to create a clear path for your family's finances to give you more confidence in your financial future and ensure you succeed in staying committed and on course to financial success.

Our clients value independent advice, indispensable financial plans and full service investment management to help succeed in attaining their current and future financial goals. We develop a relationship with you and your family plus collaborate with your CPA, estate planning attorney and insurance agent to form a team approach to help you:

1. Organize your personal finances
2. Set financial and investment goals
3. Design risk-appropriate and cost-efficient investment portfolios
4. Forecast, grow and conserve your retirement assets
5. Lower your investment expenses and taxes
6. Protect your personal assets and income

7. Create or update your estate planning documents 

We hope to build a relationship with you and develop a financial plan that will each last a lifetime. 

 

If you need a trusted advisor, let us help you plan and invest for your financial future while you have time to control it.

A North Carolina Registered Investment Advisor
Wakefield Financial Planning is a fee-only, Registered Investment Advisor (RIA) firm and does not recommend commission-based investment products.

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Focused On Your Needs
Contact us today for a free initial consultation and discover the benefits of working with a small, Raleigh-based, fee-only (not commission sales) firm, where personalized financial advice is delivered by an independent and experienced financial professional.  We have nothing to sell but our service.

We provide guidance you can trust.

Call us at (919) 422-6090 or

Email us at MikeBlawas@WakefieldFinancial.com

Wakefield Financial Planning, LLC

12408 Fieldmist Drive

Raleigh, NC 27614 

Please read the regulatory and consumer information below:
Important Investor Disclosure: Wakefield Financial Planning, LLC is an North Carolina registered investment advisor located in Raleigh, NC.  Our web site is limited to the dissemination of general information pertaining to our financial planning and investment advisory services.  We do not render or offer to render personalized investment advice through this medium. Any direct communication by us with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of our current SEC Form ADV, which contains a summary of the firm's current business operations, services, and fees is available upon request.  A copy of SEC Form ADV must be delivered to a prospective client before services can be rendered.

We do not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to our web site or incorporated herein.  The information in this web site is based on data gathered from what we believe are reliable sources.  It is not purported to be complete and is not intended as the primary basis for investment decisions.  It should also not be construed as advice meeting the particular needs of any investor.

All references in this web site to investment or composite performance are based on historical data. Past performance does not ensure future results.

 

 

 

Copyright 2005-2010, Wakefield Financial Planning, LLC