“Happy Flying” with Your Financial Navigator – Eugenio Financial ✈

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Think of me as your Financial Navigator, guiding you through a successful financial life.

Our Flight Plan

  • Providing Portfolio Management & Financial Planning, customized and personalized to fit your goals and flexible to adapt to life changes.
  • Taking a comprehensive, consultative, holistic approach that centers on an on-going personal relationship built on trust.
  • Serving retirees,  pre-retirees, and people who have self-managed their investments and now see a need for an advisor.
  • Certified Financial Planner – CFP® and Fee-only Advisor –  trusted fiduciary, always acting in the best interests of our clients.

Common ChallengesFinancial Freedom

  • When to retire
  • How much do I need to retire
  • Making money last in retirement
  • When to claim Social Security
  • Long term care insurance
  • Estate planning
  • Working beyond retirement age

How We Help

  • We begin by assessing your financial situation, your strengths and your weaknesses,  and of course, your goals and the vision you have for your lifestyle now and in the future. .
  • Further we develop customized and personalized long-term strategies to help you achieve your financial goals with an emphasis on risk management.
  • With Eugenio Financial, we individually manage and constantly monitor your accounts so you don’t have to.
  • We take a comprehensive, consultative investing approach with the goal of achieving steady, consistent growth.
  • We believe in being flexible in the ever-changing financial market, and always strive to improve the quality of your life through excellent financial decisions that go beyond just your investment portfolio.

Our Services

  • Risk Managed Asset Allocation And Portfolio Management
  • Comprehensive Financial Planning and Money Management
  • Retirement and Social Security Planning
  • Estate Planning
  • Tax Planning

DO’s

  • We do develop and follow a long-term game plan.
  • We do build a Portfolio that keeps you diversified.
  • We do control long-term risk.
  • We do stay focused on long-range goals.
  • We do take a rational, balanced approach to investing.
  • We do understand perseverance is our friend.

DON’Ts

  • We don’t speculate.
  • We don’t try to hit home runs.
  • We don’t try to time the market.
  • We don’t get hung up on the news headlines.
  • We don’t focus on the short-term.
  • We don’t get emotional.