Multi-Services

Multi-service

How We Work

Portfolio Square integrates personalized financial consulting and planning services to provide clients with a comprehensive plan. By taking the time to understand and appreciate our clients' unique goals, we design a customized strategy that grows and evolves with our clients' changing needs.

With ongoing periodic reviews we remain involved, responsive and directly accountable to our clients.

Individual Client Services
Retirement planning? Saving for college costs? Whatever your needs or goals, we can help you address them.

Wealth Management
Financial Planning

Institutional Client Services

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

401(k)

403(b)

Brokerage Accounts

Variable Annuities

Mutual funds

Managed funds

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Executive Bonus Plans

Buy-Sell Agreement Assistance

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

armando.fernandez@LPL.com | 305-303-4708