Discover the Value of Tailored Financial Services
Life is always changing. Therefore, your financial situation must continue to evolve over time. The goals you set early in your career while accumulating assets will give way to new plans as you move into the preservation phase. Finally, you may have a very clear picture of how you envision retirement and how you’ll distribute the wealth you’ve worked so hard to earn and keep. Regardless of where you are in the planning process, we’ll meet you there and tailor our financial services to your specific needs.
We are fiduciaries; by choosing to work with Empowerment Financial Group as your wealth manager, you can feel confident knowing we are professionally obligated to ensure that:
- Any advice or services we provide reflects your specific investment goals or expected returns, timeframe, and risk tolerance
- Assets within your portfolio are appropriately diversified among a range of securities, mutual funds, or asset classes to mitigate risk and volatility
- All investment activities, recommendations, and decisions are conducted in a thorough, objective, and prudent manner
- Your assets are held in a secure account by a qualified custodian
- You will receive statements listing updated values, transactions, and interest and dividend payments for all positions in your account, typically on a monthly basis
In other words, we put you first — with no exception!
To learn more about our financial services and what makes sense for your situation, select one of the categories below. Or, contact us to schedule a complimentary consultation at your convenience.