Picket Fence Financial
You have priorities in your life: family, career, health, faith, maybe even your golf game. You shouldn’t let money or tax worries distract you from what is really important. If you would rather spend time enjoying life, rather than the part-time job of financial planning and taxes, let Picket Fence Financial serve you.
As Seen in
Most Americans don’t trust Wall Street: the conflicted advice, the commissions; the high costs.
Small business retirement plans are loaded with fees and lack support.
Most people lack the time and expertise to prepare their tax return.
How They Work
They are not required to act in your best interest. Rather, they only have to provide “suitable” products.
How Picket Fence Works
We’re fiduciaries, which means we have to put your interest first, above all others, including our own interest.
Our fees are transparent. You know exactly what you are paying and receive an invoice every quarter so you know exactly what we are paid.
You work with a CERTIFIED FINANCIAL PLANNER™ or an ENROLLED AGENT™ with the IRS.