Choose from our personalized financial services to fit your needs and goals.
Priority Financial Partners is here to help.
Built-to-Order Financial Planning
Let’s get personal.
Our Financial Planning services help you gain clarity and direction with your finances: we provide a detailed roadmap and action items for reaching your goals.
Get straightforward answers to important questions like:
- When can I retire and how much should I be saving now?
- Is my portfolio well diversified?
- Which debts should I payoff and when?
- How much risk am I taking on with my investments?
- What can I be doing to lower my tax bill?
- What should my children’s college savings plan look like?
- What types of legal documents might I need?
- How big of an emergency fund do I need?
- How much and what types of insurance coverage do I need?
A Process That Works For You
Step 1: Goal Setting Meeting - Together we’ll meet to paint a picture of what you want to accomplish.
Step 2: Data Gathering - With our easy-to-use online portal we help you collect and organize your financial information in one secure location.
Step 3: Discovery Meeting - An opportunity for us to get a deeper understanding of you, your finances and goals.
Step 4: Comprehensive Plan and Presentation - In our final meeting, we show you step-by-step our recommendations and the strategies customized for your financial plan.
Step 5: Implementation (for an additional fee) - If you need help putting your plan into action, we offer ongoing planning and assistance to account for shifts in the financial landscape and your unique situation. For clients who choose this option, we collaborate regularly to ensure their plan reflects life changes, global markets, and tax law.
A Simple Cost Structure
Comprehensive Financial Plans are available for a flat, one-time fee based on the complexity of your situation.
After your Comprehensive Financial Plan is delivered, ongoing financial planning is available for an annual fee (billed monthly) or as needed at an hourly rate.
Optimize the odds of meeting your goals with the least risk necessary.
As your trusted finance professional, we can keep you investments aligned with your goals. Through our Investment Management service we help you:
- Maximize returns and minimize expenses, including hidden fees.
- Manage your portfolio to eliminate any unnecessary taxes (something most other advisors ignore).
- Continuously monitor, rebalance and research investments and financial news, so you don't have to.
- Factor in employer accounts such as 401(k) plans. Managing your overall portfolio can greatly reduce your tax burden.
What sets us apart?
- We never receive any type of commission, kickback or referral. This means we invest your money where it serves you best. Always, no matter what.
- We select investments and strategies driven by academic and Nobel-prize winning research-not by people on a sales team.
- You won't find the "just trust me" approach that most advisors take. We educate you on our decisions and reasoning behind them. We keep you informed regularly so you never feel left in the dark. Instead, you'll feel connected and confident about your future finances.
A smarter, more strategic investment process.
Step 1: Most clients first choose to have up complete a financial plan, which gives us a more in depth understanding of your financial situation.
Step 2: Meeting your advisor and designing an investment strategy. We review what is most appropriate to your situation, risk tolerance and goals.
Step 3: We implement your investment strategy on an ongoing basis.
Low cost. No hidden fees or commissions.
Our investment management fees are simple and transparent. Calculated as a percentage of the assets manage on your behalf, fees are clearly denoted and deducted directly from your investment accounts.
Clients who have us manage over $1 million are considered Wealth Management Clients, and as such they automatically receive ongoing Comprehensive Financial Planning at no additional cost.