owned and operated
We’re dedicated to creating lifelong relationships with our clients
and provide a long term financial service focus, including:
Business Retirement Plans
The Client Experience
Our advisors take the time necessary to get to know clients by uncovering what is important to them and where we can bring value over the long run. Every client is unique, and we advise based on that premise. Our objective is to advise each client holistically in a professional, confidential, and caring environment.
Holistic Financial Planning
Holistic financial planning means looking at your overall financial picture, including items like investment management, retirement planning, tax planning and estate planning. While some financial advisors may only advise on the assets they manage, we believe this can be detrimental to a good financial plan. Premier’s advisors are willing to discuss all topics, including preparing for retirement, how to finance college funding, real estate financing and everything in-between.
Why Premier Financial
WHAT MAKES US UNIQUE
Focus – We’re dedicated to doing what’s best for you. By considering all aspects of your finances, our advisors get to know you and develop a relationship based on experience and trust.
Certified – CERTIFIED FINANCIAL PLANNER™ Professionals integrate financial planning with our investment management services.
Service – We specialize in holistic wealth management and wealth transfers between generations. We’ll design a plan to help you achieve your financial goals.
Disciplined – Whatever phase of life you’re in, we’ll help you organize your financial planning and investments and to better focus on your long-term financial goals.
We take our fiduciary role seriously
and uphold our commitments unimpeded by conflicts of interest. We provide you with our whole and undivided attention and continually ensure that your interests are always placed before the interests of our organization for every service that we offer.
We offer independent and objective advice
that’s client-centric and free from outside influences such as commission activity or investment company incentives.
We utilize evidence-based, time-tested
investment strategies based on years of academic research and application. Our long-term approach supports our clients’ financial peace of mind and success. We’re proud of our commitment to full disclosure. We continually review your portfolio performance and all investment costs to keep you fully informed.
Registered Investment Advisors (RIA) must follow
full disclosure regulations, including all costs, fees and conflicts of interest associated with the services they provide. RIAs don’t sell products for a commission—and they’re legally obligated to put their client’s interests first.
THE IMPORTANCE OF FIDUCIARY
OUR COMMITMENT TO YOU
We emphasize transparency, confidentiality,
and client service through every interaction. We respond quickly to your needs in order to maintain a transparent line of communication.
We understand that your situation is unique.
We tailor each meeting to specifically address the needs of you and your family. With regular conversations, we will work together to create a flexible financial plan that’s designed to help you meet your financial goals.
We’ll also provide you with holistic financial
advice that reaches beyond the assets we manage, such as tax, estate, and retirement planning guidance, including 401(k) plan asset allocation evaluation.
Premier Financial Group is a fee-only advisor and are compensated based on assets managed. We have a fee scheduled that ranges from 0.4% to 2.0%. The more assets under management in a client relationship, the lower the fee percentage.
We do not charge commissions, transaction fees, annual account fees, and do not receive compensation from other entities to utilize their products. We do not have an incentive to actively trade your account to generate fees or to sell you particular investments. Premier’s fees are debited directly from client accounts and are fully disclosed.
Premier’s team is dedicated to working with investors who have both the ability and desire to become financially independent. We typically begin new relationships with a minimum of $250,000 in assets under management, however, each relationship is considered on an individual basis and exceptions can be made. Please speak with one of our advisors regarding your unique situation to determine if we are the right fit for you.