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      • About Financial Colors
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      • Meet Our Team
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      • Refer Us
      • Schedule Meeting
      • News, Media, Research
      • Information & Resources
      • Join Our Team
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      • Become A Client
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  • Home
  • About
    • About Financial Colors
    • About LPL Financial
    • Meet Our Team
    • Our Services
    • Start Investing
    • Refer Us
    • Schedule Meeting
    • News, Media, Research
    • Information & Resources
    • Join Our Team
    • LPL Weekly Commentary
  • Become A Client
    • Become A Client
    • Start Investing Online
    • Purchase Life Insurance
  • Refer Us
  • Client Login
    • LPL Account View
    • GWP Login
    • Right Capital
    • Fidelity
    • AdvicePay
  • Contact Us

Financial Planning - Retirement Planning - Life Insurance Planning - Investment Planning & Much More

Become A Client

What is your Financial Color?

Red

Yellow

Yellow

You don’t have a financial plan in place or are facing financial challenges. You need guidance to organize your finances and start building wealth. Talk to a financial Advisor in Apollo Beach, FL or in Dallas, TX.

Yellow

Yellow

Yellow

 You have made some good financial choices like saving money and paying down debt. But, still need a cohesive financial plan to build, maintain & preserve your wealth. Talk to a financial advisor in Apollo Beach, FL or in Dallas, TX. 

Green

Yellow

Green

 You have a well thought out financial plan that you are executing and need guidance to generate income, maintain & preserve your wealth. Talk to a financial advisor in Apollo Beach, FL or in Dallas, TX.  

financial colors - where partnership is important

Why partner with our weaLth advisors at financial colors wealth management?

Financial Colors Wealth Management has offices located in Tampa Bay area in Apollo Beach & Sun City Center, FL and in North Dallas, TX.  Servicing clients in Tampa Bay, FL, Dallas, TX and surrounding areas. We are also registered and licensed to work with clients in Arkansas, California, Colorado, Florida, Illinois, Louisiana, Maryland, Oklahoma, Texas and Washington.


Our clients come first. Our goal at Financial Colors Wealth Management is to help all our clients build, maintain and preserve their wealth. We work with all individuals in the areas of financial advise and planning, investments, life insurance, retirement and estate planning. Not focusing only on a specific group of people that are in a certain age or have a certain net worth. Whether you are a high net worth individual/family and want to maintain and preserve your wealth, or, you are in debt and need a financial plan to organize your finances and start building wealth, Financial Colors Wealth Management is here to help.


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's 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 don’t 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.  The color 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. The color green indicates a client that has a well thought out financial plan that they are executing and need to maintain and preserve their wealth. 


Where ever 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 peace of mind. 

Become a client today

Meet our Team

Megan Smith with Financial Colors Wealth Management in Plano TX and Apollo Beach FL.

Megan Smith

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Executive Administrative Assistant

Apollo Beach, FL Ph# (813) 603-4441  

Dallas, TX Ph: (469) 502-3558

About Megan

Kimberly Rodriguez

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Wealth Advisor

San Antonio, TX Ph# (210) 393-2147 

Dallas, TX Ph: (469) 502-3558

About Kimberly
Joel Marius Financial Advisor, Financial Planner in Plano TX and Apollo Beach FL

JOEL MARIUS, RFC® - Founder

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Investment Executive, Wealth Advisor

 Apollo Beach, FL Ph# (813) 603-4441  

Dallas, TX Ph: (469) 502-3552

About Joel

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Wealth Advisor

San Antonio, TX Ph# (210) 508-0369 

Dallas, TX Ph: (469) 502-3558

About Michael

Meet in person at one of our offices

Dallas, TX Office

Apollo Beach, FL oFFICE

Apollo Beach, FL oFFICE

12700 Hillcrest Rd Ste 125

Dallas, TX 75230

Schedule Call/Meeting Here

Apollo Beach, FL oFFICE

Apollo Beach, FL oFFICE

Apollo Beach, FL oFFICE

411 Apollo Beach Blvd

Apollo Beach, FL 33572

Schedule Call/Meeting Here

San Antonio, TX Office

Apollo Beach, FL oFFICE

San Antonio, TX Office

9901 Interstate Hwy 10 West Jackson, Ste 800

San Antonio, TX 78230

Schedule Call/Meeting Here

Budget Planning For Success

IMPORTANCE OF WORKING WITH A FINANCIAL PLANNER

Our Financial Advisors at Financial Colors Wealth Management in Apollo Beach/Sun City Center, FL and in Dallas, TX, are experienced and knowledgeable. Providing a wide variety of financial planning, life insurance and retirement strategies. We focus on helping our clients build, maintain and preserve their wealth. Plus we also help our clients be able to minimize or reduce risk on their investment portfolios, their assets and when it comes to making  financial decisions for themselves and their business.


THE IMPORTANCE OF LIFE & DISABILITY INSURANCE

Life Insurance at Financial Colors Wealth Management in Plano TX and Apollo Beach Fl.

In addition to financial and retirement planning, our Financial Advisors provide life and disability insurance products such as term life insurance, whole life insurance, permanent life and disability insurance products for individuals, families and businesses. Life and disability insurance strategies are very important and our Financial Professionals at Financial Colors Wealth Management can help with the appropriate life and disability insurance product to protect your family and your business.  

Contact Financial Colors Wealth Management

Contact Financial Colors Wealth Management

Financial Colors Wealth Management

Florida: 411 Apollo Beach Blvd, Apollo Beach, FL 33572 Texas:12700 Hillcrest Rd Ste 125, Dallas, TX 75230 Florida Ph# (813) 603-4441 Texas Ph# (469) 502-3552 Fax # (469) 422-6055

Hours

Monday - Friday: 8:00am - 5pm



Financial Colors in Apollo Beach, Fl & Dallas, TX

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

 

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IL, LA, MA, MD, OK, TX, WA.

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