Financial Services Tailored For Your Priorities.
You visit the doctor to stay healthy. You take your car to the mechanic for regular servicing so it keeps running for you. Doesn’t your financial future deserve the same care from a professional? At Prestige Financial Advisors, you don’t need to know about dollar-cost averaging or Monte Carlo formulas. You just need to be an expert in you! Help us learn about your goals in life, and we’ll help you learn about how to plan for them.
We use analyzing tools, reports, and strategies available in the marketplace to develop a solid retirement plan. It’s important for us, as your financial advisors, to see a complete all-encompassing view of your financial picture, to build upon your success, and protect against the unknown. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
The Document People
The Document People are a directory of independently owned stores that share a common purpose: helping customers represent themselves.
Retirement and Investment
Utilizing our years of experience, we take what we have learned to create a retirement approach custom-tailored to your needs.
We have the tools you need to get you the best insurance solutions out there. Contact us today to get a free quote.
Pension & Compensation
Are you a veteran? Are you looking to maximize your pension and compensation benefits?
AssetLock® is a communication tool used to help users stay informed on their retirement accounts.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.