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  • Fidalgo Financial Planning

Fidalgo Financial Planning, LLC is a registered investment adviser in state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. 

Hourly Financial

Planning

For clients who are looking for an answer to just one or two questions, or have the need for a single, focused financial project, Fidalgo Financial offers answers and solutions based on an hourly fee. We can look over your current financial picture and simply offer confirmation that you’re on the right track, or enhance your financial knowledge to help you make better choices going forward.

 

  • Where should I save for my child’s college?

  • How does my 401(k) work?

  • I’ve been investing for a few years; can you let me know if I’m on the right track?

  • How much should I be saving towards retirement?

  • How can I get the most out of my employee benefits?

  • Can you help me set up a budget for my family?

  • What are options for paying off my student loans?

  • What’s the difference between a stock, a mutual fund, and a bond?

  • Do I really need life insurance at this stage in my life? How much should I get?

  • How do I set up a Roth IRA? Why should I get one?

Contact

Fidalgo

Financial