With over 100 years of experience to draw upon, The Preferred Client Group has been blessed with many unique perspectives when dealing with businesses and individuals. Our deep industry knowledge coupled with our team approach, enables us to deliver focused strategic financial solutions to our clients.
As Your Personal Financial Concierge, we lead with holistic and comprehensive financial strategies that endure the tests of time, markets, and changing economic conditions. The Preferred Client Group aligns its objectives our client’s, focusing on unlocking their full potential by leveraging innovative and advanced thinking. Our holistic strategies are supported and illustrated with advanced web-based technology, The Living Balance Sheet, which helps our clients achieve financial balance.
Our “parents first” approach in the estate planning marketplace has been essential to our success in the multi-generational business and personal planning environment. Evaluating all aspects of a financial environment and looking at the whole, provides a grander perspective on the present and future financial decisions.
The Preferred Client Group attempts to take complex financial strategies and transform them into easily understandable and implementable plans. Our team has a disciplined approach and holistic planning process, believing that all financial elements of a financial plan are interrelated. We strive to do common things uncommonly well. And, taking a broad approach we can help clients make better personal, business and estate planning decisions.