Our Purpose

Distinctive Financial Services believes in educating its clients in the fundamentals of money and finance. By focusing on misconceptions and myth-conceptions, we help our clients attain a better understanding of their cash flow and how spending money wisely is as important as saving and investing it wisely.

Our goals are to help people and businesses:

• Improve their cash flow without impacting their lifestyles
• Develop sound fundamental approaches to cash management that will benefit them today and tomorrow
• Increase their level of protection
• Increase wealth accumulation without unnecessary or excessive risks
• Reduce taxes
• Develop a focused exit strategy for retirement
• Educate them on their true economic value
• Coordinate and organize their financial affairs and documents