General Info

Profectus Financial Partners believes that our clients are the true creators of "wealth." To help our clients create wealth, we serve as Financial Coaches and Financial Planners. Our role, as Financial Coaches, is assist you in discovering your true purpose for money and to bring clarity to the gap between your "default future" and your "intentional future." Our role, as fee-based Financial Planners, is to design the customized financial plan that seeks to improve the odds that you accomplish your objectives, while honoring your true purpose for money and closing the gap between your default future and your intentional future. To assist our clients in doing this, we will help you build a team of professionals that are committed