Disciplined Portfolio Solutions, LLC Phil Sparacino
An Independent, Fee-Only SEC Registered Investment Advisory Firm
Fee-only investment advisory firm serving individual investors and small businesses with fiduciary duty to act in clients' best interests.
About
Disciplined Portfolio Solutions, LLC is an independent, fee-only SEC registered investment advisory firm that serves individual investors and small businesses. As a Registered Investment Advisor (RIA), the firm has a fiduciary duty to act in clients' best interests.
The firm takes the time through face-to-face meetings to understand each client's specific financial situation and provides straightforward, needs-based portfolio solutions without Wall Street jargon or product-driven agendas. The firm uses a fee-based structure to encourage unbiased advice and aims to build a partnership focused on achieving common goals rather than generating commission. Services include retirement planning, generating retirement income, education planning, and other wealth creation and preservation strategies.
Services
Retirement Planning
Developing personalized investment strategies to help clients achieve their retirement goals.
Retirement Income Generation
Strategies to ensure a steady income stream during retirement.
Education Planning
Planning and funding strategies for educational expenses.
Wealth Creation and Preservation
Strategies to grow and protect wealth over the long term.
