Our Services.
We serve clients in all areas of financial management, from investment and retirement planning to risk management and estate conservation. Here, there is no one size fits all solution - we customize your course of action based on your distinctive needs.
Financial Planning
The cornerstone of any successful financial program, personal financial planning is a process of taking into account your desired lifestyle, priorities, and risk profile. We evaluate these factors to create balanced and realistic actions tailored to work toward your short and long-term financial goals.
Investment Management
If you own stocks, bonds, real estate or commodities, knowing how to allocate your portfolio is essential to your investment success. We help define realistic long-term objectives, and develop a personalized, diversified portfolio that carefully weighs your existing financial standing, family situation, and risk tolerance.
Estate Planning
For most individuals, an estate plan is an essential component of responsible financial management. You can benefit from an estate plan if you are or have been married, have children, own real estate in more than one state, or have recently experienced significant growth in your assets. Our team works with you and your attorney to articulate and organize your estate plan, which will allow it to operate as intended during significant life events.
Tax Planning and Return Preparation
Tax planning is a continuous, strategic process that takes various factors into account as part of a holistic view of your financial health. We deploy a tax-sensitive approach to all financial planning, and ensure our clients are well positioned to reduce their tax burden now and in the future. Notably, our investment clients also benefit from Financial Associates’ return preparation services for a seamless, integrated experience.
Life Insurance
Life insurance has myriad uses. From personal income protection to a variety of estate uses, we have decades of experience with this valuable financial asset. Let us help you consider and procure an approach that meets your needs.