At Premier Financial Planning Services, we are dedicated to helping our clients achieve the freedom that comes from confidently making good financial decisions.
We encourage a completely transparent way of doing business. As such, we operate on a fee-only basis for our services.
Essentially we offer 3 services at our firm:
Financial Planning is a process by which your financial situation is analyzed, alternatives are provided and recommendations are made. Find out more.
Financial Planning can be a comprehensive analysis of every element of your financial situation. Or, Financial Planning can be a modular examination of one or two aspects of your financial situation. For example, clients want to know how much income they will have in retirement and what format that income should take.
Either way, Financial Planning is a holistic approach to your finances. That simply means that we consider all the implications of certain plans or strategies when we advise for or against them.
We are happy to provide this service exclusive of any others.
Find out more about our Fee Only Financial Planning services
Investment Advice – We advise clients with respect to their investment portfolios only when requested to do so. We have a few different options that clients can select from. Our focus is on achieving the correct diversification strategy and minimizing costs.
Financial Divorce Specialty Work – This is a subset of Financial Planning. This work focuses on helping clients understand their new financial situation. It also focuses on helping clients understand the long term implications of the division of assets.
Find out more about our Financial Divorce Specialty