The Approach We Take
What Makes Us Different
- We work for you under a Client Objectives-Based Contract; in order of your priorities.
- We take a team approach that includes a host of resources all focused to help ensure the most relevant information is available.
- We encourage our clients to challenge our philosophies and performance.
- We want to give our potential clients the opportunity to talk with our existing clients.
- We enjoy working with our client’s other existing advisers and have developed tools specifically to facilitate that process for the benefit of our clients.
- We encourage and help the communication process with the whole family or company as directed by our clients.
You may wonder what makes Precision Wealth Strategies different from other local or nationally known financial planning services.
Simply put, we pride ourselves in a tireless approach to being approachable. Understanding that for many, managing financial assets on any level is an intimidating and overwhelming prospect that too often impedes their ability to capitalize on critical financial growth opportunities.
We recognize that no two clients are the same, nor are their needs, challenges and financial aspirations. That’s why we collaborate and ensure unprecedented access to our entire team, to create a comfort level that builds trust and the most ideal environment for productivity.
- Investment Planning
- Retirement Planning
- Business Succession Planning
- Education Planning
- Active Asset Management
- Passive Asset Management
- Life Insurance
- Long Term Care
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
- Health Insurance Supplements