ONLINE INVESTMENT ADVISORY
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 .
Investment Clubs
For Kids
Hoodoo is empowering the next generation to take control of their financial futures and build wealth. We offer support services for youth investment clubs, helping parents and educators teach kids about financial literacy and investing. If you're interested in starting a youth investment club at your child's school, church, family or peers, contact us today.
Automated Portfolio Building
Using cutting-edge technology and expert investment analysis, we build customized portfolios that align with your unique investment objectives and risk tolerance. Our portfolios are diversified across multiple asset classes, and we use fractional shares to ensure that your portfolio is optimized for maximum returns. We provide professional advice and planning to help you make informed investment decisions, and we offer commission-free portfolio trades with no investment minimums.
Generational Wealth Building
We believe that building wealth isn't just about making smart investment decisions; it's about creating a lasting legacy that can benefit future generations. Our Generational Wealth Building approach emphasizes a long-term investment strategy that prioritizes stability, diversity, and growth. We work closely with our clients to identify their financial goals and develop customized plans that align with their values and priorities.
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