Serving Delaware Valley
Specializing in all Union Retirement Planning
Charles Schwab & Co., Inc. has been selected as one of Financial Planning Professionals primary custodians.
Our firm’s goal is to provide existing clients and new clients the opportunity to have their assets managed differently than the average stock brokerage account. In most cases, a stockbroker will set up an asset allocation model consisting of stocks, bonds, mutual funds, etc. and rebalance quarterly. We believe that in the investment environment we live in today our client’s portfolio requires much more attention and discussions to move their assets in and out of current investment positions. Our client’s current investment positions should be reviewed daily without commissions and fees that are associated with the traditional brokerage account. The world we live in today is more volatile and dangerous than it has been in our lifetime and we believe daily professional money management is a necessity, not a convenience.
Our firm has over 25 years experience in managing client assets and we have come to believe the reason that our clients value our relationship the most is that they can retire and not have to be overly concerned about the day-to-day volatility in the stock market while enjoying their retirement years. The most rewarding feeling we receive as their investment advisor is the gratitude and positive feedback about the services that our firm provides.
If you are looking for an experienced asset manager who can provide financial direction and who will treat you like their only client when you call then please call us for a free initial consultation.