What to Expect
Comprehensive Planning. Portfolio Management.
Whether it be comprehensive financial planning, asset management, or just a few hours of help along your way, Full Picture Financial has provided for a unique client experience in which in-depth discovery conversations are held, financial data is reviewed in detail, recommendations actions are formulated in accordance with stated goals, and regular maintenance is assured.
1: No Obligation Consultation
No charge or stated duration: We produce a "Quick Sheet" to determine how you can benefit from our education and/or portfolio management services.
Documents To Have Available
- Workplace or Social Benefit Program statements or booklets
- Annuity or Pension statements
- Private Insurance policies (disability, life, long-term care, P&C, umbrella)
- Investment and Bank accounts
- Paychecks or W-2's
- Loans and credit card statements
- Direct Investment summaries
- Estate Planning documents (wills, trusts, powers of attorney, etc.)
- Any Budgeting Work previously attempted
The Full Picture Financial Mission
FPF makes use of the financial planning process, as prescribed by the Certified Financial Planner Board of StandardsTM, to help clients understand their financial position and what it will take to meet, or possibly exceed, their objectives.
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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Ross Emmer is an Investment Advisor Representatives with Dynamic Wealth Advisors dba Full Picture Financial, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.
Dynamic Wealth Advisors dba Full Picture Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors dba Full Picture Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.