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: Introduction - Together we’ll meet to paint a picture of what you want to accomplish and whether our services may be a fit for you
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 - An opportunity for us to get a deeper understanding of you, your finances and goals.
Step 4: Drafting a comprehensive financial plan - We show you step-by-step our recommendations and the strategies customized for your financial plan.
Step 5: Implementation - we keep you accountable and help put your plan into action. We will collaborate regularly over time to ensure your plan reflects life changes, global markets, and tax law.
A Simple Cost Structure
Ongoing financial planning services are available for a flat annual rate, billed at $327 a month.
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.
Low cost. No hidden fees or commissions.
Our investment management fees are simple and transparent. Clients receiving our ongoing services for $327 a month can elect to receive investment management services on the first $100,000 at no additional cost, and a flat annual 0.75% for any balances above that.