We had the good fortune of connecting with Joel Marius and we’ve shared our conversation below.
Hi Joel, we’d love to hear more about how you thought about starting your own business?
Financial Colors Wealth Management was founded by Joel Marius with a thought process to start a financial planning and wealth management firm to help people realize their financial goals no matter what stage in life the individual, family or business is at. Many financial firms will not work with individuals if they do not have a certain amount of net worth. Most of our clients are of high-net worth and in the stage of maintaining and preserving their wealth. However, we also provide the necessary tools for clients that are in the early stages of building wealth. Having the right partner is crucial in helping people with financial planning, retirement and income planning, life insurance planning, estate planning and wealth management. Partnering with LPL Financial as our broker dealer was a no brainer and part of our thought process. LPL Financial provides Financial Colors Wealth Management with dynamic products and services to help our high-net worth clients as well as clients that are looking to start their financial planning and wealth building journey. Additionally, LPL Financial has provided Financial Colors Wealth Management with robust technology and support systems for our financial advisors at Financial Colors Wealth Management. Today, Financial Colors Wealth Management has offices in North Dallas area in Plano, TX and in the Tampa Bay area of Florida in Apollo Beach, Fl. Providing professional financial planning, retirement and income planning, life insurance planning, estate planning and wealth management to individuals, families, and business across the nation.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
What sets us apart from the rest has to do with our financial colors. Financial Colors Wealth Management is surrounded by knowledgeable and experienced financial professionals who have the heart of a teacher, will take the time to listen to you, learn about you and what is important to you, and put a plan in place to help you build, maintain, and preserve your wealth. We chose three colors starting with red, yellow, and green to represent our process. Clients in the red, either do not have a financial plan in place or they are facing financial difficulties such as debt, have no financial education and other financial challenges and need guidance. Yellow indicates that a client has made some good financial choices such as saving money and paying down debt. But still need a cohesive financial plan to build and preserve their wealth. Green indicates a client that has a well thought out financial plan that they are executing and need to maintain and preserve their wealth. Wherever our clients are, in the red, yellow, or green, we will meet them there and help them make progress towards building, maintaining, and preserving their wealth. Our clients are like family and at Financial Colors Wealth Management, our priority is for our clients to have financial peace of mind. At Financial Colors Wealth Management, we are proud of where we are at today. We have established a client base in 12 states, we have an office in Plano, TX and our newest office in Apollo Beach, FL. We are continuing to grow and expand wherever our client base continues to expand. Business wise, getting to where Financial Colors Wealth Management is at today was not an easy road. It has taken many years to build a process, find the right broker dealership to partner with and establish a process that can help people identify their financial color. Even today, we continue to make the necessary changes to help our clients in realizing their financial, investments and insurance goals. There were many challenges to overcome but, we never gave up and now we continue to grow strong. Some of the biggest lessons learned include making sure to have the right partnerships, always adapt to current changes within the industry and with technology. If you do not welcome change, your business may not survive, and you may not have a competitive edge in todays everchanging world. We want people and businesses to know that at Financial Colors Wealth Management, we partner with everyone no matter where you are at in your life. We will partner with you to identify your financial color and we will get to work to help you, or your business get where you need to be. Financial Colors Wealth Management helps our clients pursue such goals as being debt free, paying of their house and having no mortgage, savings for their children’s college, having a financial plan to help them with building wealth or for planning their retirement, protecting their family through life insurance planning. Our clients that are retired are enjoying their golden years with financial independence knowing that Financial Colors Wealth Management is partnered with them. Our goal at Financial Colors Wealth Management is to help people build wealth, maintain, and preserve their wealth.
Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
There is a lot that you can do in Plano, TX and surrounding areas. These are several places that I highly recommend you go to see and learn more about. First, if you have dogs and need a place to board them while you are having fun in Plano, TX Board them at Sparta Pet Palazzo in Plano, TX. Sparta Pet Palazzo is like a Walt Disney for dogs and they will enjoy their time while you are out and about in North Dallas, TX. At Sparta Pet Palazzo they provide pet care services such as dog boarding, dog day care, dog grooming and other great services for your dogs to have their own vacation. Your dogs will have a blast. Second, explore Legacy West, Legacy Food Hall and Boardwalk in Plano, TX where you can find great restaurants with great food and drinks. Third, for outdoor and entertainment, visit Crayola, Texas Pool, Oak Point Park and Downtown Plano.
Who else deserves some credit and recognition?
Our clients come first. They are more than our clients. Our clients are our family. We dedicate our shoutout to our clients. We are thankful for our clients trusting in Financial Colors Wealth Management to help them realize their financial and insurance goals. Because of our clients, Financial Colors Wealth Management was able to open its 2nd office and expand its financial and insurance services to clients in over 12 states. Our goal is to help our clients build wealth through financial, investments and insurance planning. If our clients have built wealth, we help them with financial, investments and insurance strategies on how to maintain and preserve their wealth.