2 South Dunton Avenue,
Our approach is simple, we align your finances for a more abundant life.
We work hard to manage your money because you work hard to earn it.
At 72 Financial, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
As an independent firm, we are committed to offering complete personalized and independent advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
Learn what’s most important to you. Explain who we are, what we do and why we do it.
Collect necessary information. Paint a picture of your present status and tell us what you want your future to look like.
We analyze your current situation and build a customized plan for you that constructs a road toward your future goals.
We go over every detail of your customized plan and explain the possible variations for success.
Start building the foundation according to your custom financial plan.
Maintenance is important. We are constantly monitoring all aspects to make sure you are on track and adjust for life changes. Meet regularly.
Get to Know Each Other
Gather Information& Identify Goals
Analyze & DevelopYour Financial Blueprint
Implement &Take Action
Monitor Progress& Adjust as Needed6
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin