Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Professional Fiduciaries Putting Your Needs First.
Live well. You spent years working hard. You planned, researched, spent smart, and you still have questions.
How do you know if you can afford to retire or pay for your kids' college tuition? How do you plan to provide for a special-needs child or an ailing parent? Do you have enough insurance? Are your estate plan services adequate? Can your estate afford to gift anything?These questions are complex, but that's where we come in. Our goal is for you to enjoy your life without the worry, stress, and fear associated with what tomorrow may bring.
In Need Of A Better Financial Plan?
Let's Build a Future With Vacations and Retirement.The worries that keep you up at night are the reason we started our firm. Are you wondering what your max Roth IRA contribution is? Or which qualified retirement plan is best suited for your needs? If you’re taxed on investment income, are there tax strategies you may be missing? Will you pay taxes on investment income? Will you be able to retire?
We know the answers to all of these questions. Because we spend every day watching markets, staying up-to-date on industry regulation, and studying short-term and long-term trends. We know your retirement plan limits. We know your goals. We practice agile risk management. We provide comprehensive wealth management.
We focus on proactive, integrated wealth management and principles for responsible investment. We seek to help you achieve peace of mind knowing we worked together to create a roadmap to your goals.
Our recommended investment strategies are based on your financial planning goals. We're not trying to sell you another product you don't need. We're here to plan for life's surprises, big and small.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. EKF does not serve as an attorney, accountant, or insurance agent. EKF does not prepare legal documents or tax returns, nor does it sell insurance products.
If You're Tired Of Conflicts Of Interest
And Ready For Financial Management Transparency...We use a rigorously disciplined process and our high fiduciary standard. We provide research and industry expertise and 35-plus years of experience. Our financial planning services go beyond investments. We want to help you create diversified investments and a balanced portfolio to get where you want to go. Do you want a financial quarterback and sounding board for college planning, insurance, business, or estate planning services?
Our Goal: For you to sleep better with the peace of mind that comes from confidence you're ready for the future.
You're ready for life.
Invest With Us, From Anywhere
Real Investment Advice From Our Experts
When you choose to invest your future with a firm, you need quick and easy access to your investing team and portfolio. We offer a complete virtual experience for every client. We offer secure video conferencing, with screen sharing capabilities, to go over financial reports and goals, a secure client portal to submit and send documents, and encrypted email services.
Try our virtual client experience!
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if EKF is engaged, or continues to be engaged, to provide investment advisory services.
Investing In Community
Throughout our 35-plus years in business, we’ve had the pleasure of working in the charitable arena with many great non-profit organizations. We are proud to support our communities! See below for upcoming and past events.
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 305-448-1326
Office hours:
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 806-747-8569
Office hours:
Monday through Friday: 9:00 am - 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
