Rather than providing a focus on selling financial products, we have a FEE ONLY approach that focuses on delivering services to our clients. The end result is a highly individualized approach that aims towards goal prioritization & achievement, wealth accumulation, wealth preservation & wealth distribution.
Shuyang Balazi is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. Over the past years, she has worked with many clients to help them choose, invest, and manage plans that will offer suitable investments and excellent returns. As a financial planner, Shuyang's main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Shuyang will always listen to your concerns, share all information about potential investments, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own. Shuyang looks forward to being yours trusted advisor and expert resource as you build a customized portfolio of investments. Contact Shuyang Balazi, Senior Fiduciary Wealth Management Advisor/President by phone at 417 350 1113 or email at firstname.lastname@example.org and let’s get to work on your future.