Getting Started: Individuals & Families

Aquarius Financial develops customized financial solutions for those who don’t have the expertise or the time to create such solutions on their own. We base every decision on unbiased analysis that suffers no outside pressure and that has only one goal: to protect and grow our clients’ wealth in a way that integrates their values with their investments.

Step 1: Download the  introductory questionnaire. This is a Word document that you can edit and email to us as an attachment. If you prefer, download this pdf file and print it out to complete it by hand. Then fax, email, or snailmail it back to us.
Step 2: We will contact you to discuss your specific situation and how we can work together to address your needs.  If you haven’t heard from us within a day or two,  call 323-293-6800 to make sure your questionnaire was received.

Services

• Personal Financial Planning
  Hourly, as-needed advice or comprehensive financial plans.
• Investment Management
  Personal investment strategies managed on an ongoing basis.
• Retirement Planning
  Helping you plan for the possibility of an unstressed and rewarding retirement.
• College Planning
  Solutions to finance your children’s valuable education.
• Risk Management
  Health, Life, Long-Term Care, Disability and Medicare insurance.