FINANCIAL PLANNING WHERE THE FOCUS IS ON YOU
Wealth
Management
Retirement and Investments
The Document People
Our Complete Services
Welcome to Prestige Financial Advisors
Integrity, Ethics, Value and Trust are the Foundation of who we are.
Prestige Financial Advisors is an independent financial service and legal document assistance firm. We help retirees, pre-retirees, and clients of all backgrounds receive the financial guidance, value, and protection they need and deserve to secure their financial independence. Since 1997, our goal has been to help clients achieve excellence by adhering to our unwavering commitment to the financial success of each and everyone we serve. We provide clear, straightforward solutions designed to help grow your assets, reduce risk, minimize taxes and protect what is precious to you.
Talk to us
Tell us about your needs, your dreams and fears. They’re the foundation of your personal financial plan and goals. This meeting allows us to learn about you and share our approach to investment management. No costs. No commitments. Just a conversation.
Analyze & Plan
We proceed with a thorough analysis of your current investments and prepare a consolidated summary of our findings. We will build upon what you have done well and make recommendations of where you could do better. You will be presented with these recommendations – an easy, custom tailored Retirement Roadmap financial plan to help you achieve your goals.
Relax!
We’re here for you whenever you need us. Call us anytime, for any reason. If your priorities change or when “life happens” we can adjust accordingly and build on your progress to keep your goals in sight.
Ask Us A Question
Sign up for a Complimentary Consultation and Book
SIGN UP TO RECEIVE YOUR FREE COPY
Recent News
Donations and Tax Savings: Your End of Year Giving Strategy
The end of the year is a perfect time to give back to others ...
Read moreAn End-of-Year Financial Checklist
As the end of the year approaches, it’s time to start ...
Read more5 Ways to Create a Steady Retirement Income Stream
Creating a steady retirement income stream is vital for ...
Read moreHow to Protect Your Retirement Savings from Unexpected Healthcare Costs
One of the major concerns people have when planning their ...
Read more