At NBS Financial Services, we use a disciplined investment management approach that takes the client’s financial goals, risk tolerance and time horizon into account and matches those factors with suitable investments. Our planners, each a CERTIFIED FINANCIAL PLANNER™ (CFP®) located in Greater Los Angeles, use their experience and expertise to create risk-managed, tax-efficient, low-expense investm
ent portfolios for our clients that help them plan to achieve specific financial goals while providing comprehensive wealth management services. NBS is an independent, fee-based, Registered Investment Advisory (RIA) firm dedicated to the goal of serving our clients’ financial and investment needs. As both an RIA and a CFP®, we have a fiduciary obligation to do what is in our clients’ best interest and our compensation comes from our clients and not big financial companies. Our advisors have access to thousands of different investment management products from most financial companies in addition to individual securities. This allows us to select the right investments for our clients without bias related to sales quotas. We really get to know our clients so that we can help them make the right decisions. Time frame, risk, resources and commitment are the variables that they bring to the equation. Financial expertise, access to multitudes of investments, discipline, a fiduciary duty, and practical guidance to take emotion out of financial decisions are what we bring. The resulting portfolio and financial plan are custom to every client. Contact us to see how we can develop a plan to help make your financial goals a reality.
