VALUES & GOALS
About Complete Financial Wealth
At our firm, we have the client—and only the client—in mind.
Contact UsOur Mission
Our mission is to get to know and understand your needs, wants, and long-term goals. Our advisors want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Process
Our strategies focus on these key aspects of financial security: asset protection, wealth creation and wealth preservation. Our advisors’ 3-step process accurately assesses your overall finances, defines goals & options, and creates a sound future plan.
Our Goals for You
A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial security planning approach is designed to help you:
Define customized short and long-term goals that ensure you choose only the right financial products and services
Identify roadblocks or gaps that might impact your financial planning strategy
Continually monitor your plan to ensure it meets your changing needs
