Alan Goldfarb, CFP^®

Financial Strategies Groups' primary mission is to help clients reach their financial goals. We accomplish this through a five-step process, never losing sight of clients' financial objectives. First, we get to know clients by having them sit down with an advisor and going over the individual client's personal financial assessment. Second, we create a client's financial plan once we have a clear picture of the financial objectives utilizing both proprietary and public resources. Third, we base our investment principle on the proven theory of asset allocation. We will not put "all your eggs in one basket." Fourth, it is our job to implement a client's plan and monitor it on a regular basis. Finally, we strive to forge long-term relationships with our clients that are comfortable, successful, and life-long. Making your money work for you is not magical. It is a combination of years of experience, development of a long-range plan, and the ongoing monitoring and updating of that plan. It is not science. It is not art. But it is a combination of both, brought to you by the experienced team at Financial Strategies Group.

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances