We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you. Here are some highlights about Financial Planning Strategies:
~ Over 30 years experience.
~ Certified Financial Planner since 1983.
~ We will always take the time to explain essential planning and investment techniques.
~ Whenever appropriate, we will help you implement our special diversification strategy ideal for today's volatile markets -"Dynamic Asset Allocation" - it will often help significantly reduce portfolio risk and greatly reduce bear-market volatility!
We provide a full array of conservative investment assets, including a variety of "guaranteed no-loss" investments (call for details), as well as personalized financial planning strategies you can use.
Our focus: Investment strategies to help reduce risk and maximize potential returns in every market environment. Please don't hesitate to call about our free, no-obligation initial consultation.
It's important to periodically consider: How well am I prepared for the future? At Financial Planning Strategies, our services and e-newsletters are designed to keep you well informed in these changing times, to help you reduce financial risk and develop strategies designed to increase income and growth potential - with the goal of maximizing returns in accordance with your personal investment objectives.
We specialize in the following:
* Investment Planning - custom-tailored according to each client's objectives, risk-profile and unique growth and income needs.
* Portfolio Risk Reduction - using special broad-diversification strategies to help hedge against undue volatility and better maximize your portfolio's potential.
* Estate Planning - to reduce estate taxation and plan for optimum, tax-efficient estate distribution for the next generation.
* Retirement Planning - to be better prepared for living well in retirement.
* Financial Planning - to know how best to provide for and protect your loved ones financially, prior to and after retirement.
Learn what all your options are now so that you can be ready for the future. For all of your financial, estate, retirement and investment planning needs, consider what our time-tested experience can offer you here at Financial Planning Strategies.
Call us today for a no-cost, no obligation, comprehensive Financial Planning Strategies consultation - and benefit from our 30+ years of independent financial advice.