Financial Colors WM - Financial Advisor, Financial Planner, Life Insurance

Anthony Simmons _{on Google}

Dec 8th, 2021

We are extremely pleased with the financial planning services by Joel Marius with Financial Colors Wealth Management. We finally have control of our finances, a well organized budget, a financial plan that is easy for us to understand, our net worth is growing all thanks to Joel's knowledge and guidance. We have worked with another advisor before, but it was mainly managing our investments while everything else was not looked at. When we were introduced to Joel, he looked at the overall financial picture and based on our financial review, we were clearly heading down the wrong road. Joel looked at our investments, our life insurance, home insurance, car insurance. He noticed that we did not have a will or power of attorney. Joel showed us about reducing risk and protecting our investments and assets. Today, thanks to Financial Colors we have the proper guidance to build our net worth and protect it.