Plan & Prosper Wealth Strategies

Fiscal Harmony brings a holistic approach to your financial well being. This means we take a big picture view, considering your ultimate goals first and creating a plan to reach them. Without a plan, you are taking a road trip with no destination, GPS or map. Having a plan and the right navigational tools greatly increases your chances of reaching your destination. For most of our clients, accumulating wealth is part of the journey on the way to their destination. Money is but a tool that enables us to achieve life objectives and to pursue our passion projects.

Our Mission is You Our mission is to teach people how to make great financial decisions. We believe if you can improve your decision making then your outcomes will change for the better. By working with our clients, they can prioritize, manage and plan for all financial conditions with confidence and clarity. We start by helping clients identify the right approach to accomplishing their goals. By using a proven philosophy of wealth building we create smooth pathways ensuring success. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Opes One, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.