Aponte Financial Services
At Aponte Financial Services, we teach clients how to enjoy reliable portfolio growth and stability through more conservative investment options designed to help generate income through interest and dividends. This is income that can be spent, or reinvested to help grow your money organically, or – as we like to say – “the old-fashioned way.”
At the same time, we will help teach you how to avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning.
At Aponte Financial Services, we believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options, and from working regularly with your advisor to choose the options that will work best for you and your loved ones – now and into the future.