We realize this may be your first time working with a financial planner and we welcome your questions. Here are some of our most frequently asked questions.
A: No, our first meeting is a get-acquainted meeting for you to determine if we are a good fit. If you decide to work with us, then we will get into the details of your financial goals.
A: Online tools are convenient, but they aren’t personal. When we work with you, we develop a plan for you based on your individual goals, and we provide ongoing monitoring and implementation. What works for you today may not work tomorrow. We can adapt our services to your needs as they fluctuate.
A: No, we work with people of all wealth levels. Our goal is to provide personal service as we empower and educate you along the way.
A: Our compensation varies according to the customized services you choose. No matter what financial plan we develop for you, we disclose all fees and costs with complete transparency.
A: Anyone seeking financial peace of mind can benefit from our services. We serve people at all income levels, no matter what the starting point is. Clients are welcome to work with us one time, as needed or on an ongoing basis. Our preference is to develop a lasting relationship so that we can support you as your needs change over time.
A: Yes, with today’s technology we can serve clients nationwide.
A: Premier Financial Group was founded in 1988. We have over 150 years of combined experience between our 7 advisors.
A: Some clients choose to work with us on a transactional basis while others choose comprehensive financial planning. If you’re looking to develop a long-term strategy for managing your assets, comprehensive financial planning can provide a foundation for lasting financial growth.
A: The first step is an initial inquiry from you. Contact us and our team will connect you with one of our advisors. Or you can reach out to one of our advisors directly.