ONLINE INVESTMENT ADVISORY
Wealth Building
Automated Portfolio Building
No more stock picking! Build Customized Investment Portfolios. We provide Investment Analysis, Asset Management, and Investment planning. With our Investment Accounts, you access our Investment Automation, Fractional Shares, and Commission Free Portfolio Trades with No Investment Minimums. Completely Online Investing with Professional Advice & Planning.
Investment Clubs
For Kids
Start an Investment Club with your children's peers, family, church, or school classmates. We help parents empower their kids to confidently take on the economic challenges they face. By supporting them early, we set them up for future financial success. Ultimately, the goal of our program is to move youth clients from custodial accounts into an adulthood of financial planning and wealth building.
Financial Education & Coaching
Living more fulfilling lives and getting on track towards our long-term financial goals takes more than just financial knowledge: it requires changing behaviours, developing systems and prioritizing financial action steps. That’s where Hoodoo Financial comes in. As a financial coach, my objectives and responsibilities are to help you achieve your goals .
Alternative Assets Tax-Free with Your IRA
Buy & Sell Crypto using your retirement account. Invest In Real Estate Tax-Free or Tax-Deferred with your IRA. Make Private Loans or invest in Syndication deals with retirement assets. We offer Self-Directed Retirement Accounts that allow you to invest in these Alternative Assets.
The Pathway To Your Prosperity
Every investment client has problems that need solving. Whether their need is funding an education, saving for retirement, or even buying a new motorcycle, investment management is how we keep on track to accomplish our goals. Financial Planning is the method we use to effectively chart a course that leads directly to your financial success.
Together we will work on improving your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you through each stage in the process. Our group financial coaching provides you with personal coaching support, plus added accountability and support from your group of trusted loved ones.
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Professional Investment Advice: Ongoing engagement in Investment Planning that will incorporate your personal & professional life circumstances. Your investment advice is personalized to achieve your goals.
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Custom Investment Portfolios: Because your financial circumstances are unique to your life, your dreams, your goals and objectives. We design investment portfolios to achieve your success.
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Easy to Set Up, Easy to Use: A complete online self-directed client experience that enables you to get a clear view of your wealth with portfolio analysis, retirement planning, and performance tracking tools.
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Investment Automation: Automated wealth management technology to help you invest consistantly with targeted portfolios, and no investment minimums, helping you achieve your financial goals