• Why Private Client Group?

    Everyone’s financial circumstances are different. Therefore, we would never suggest a “one size fits all” approach.

  • Why Private Client Group?

    Our success has been achieved by developing a complete understanding of our client’s financial circumstances and objectives, and developing and implementing solutions tailored to their specific goals and needs.

  • Long-Term, Multi-generational Approach

    As an independent firm, we are not driven by short-term corporate goals and have no obligation to sell proprietary products and services.

  • Long-Term, Multi-generational Approach

    Our focus is to understand your unique financial situation, maximize the potential for you to preserve and growth your net worth, and position you to transfer your wealth to succeeding generations.

  • Area of Focus

    Rather than approach our clients with a menu of investment products, we prefer to focus on broad elements of their financial picture, and how these components interact, in working with them to develop a long-term plan.

Our Services

RETIREMENT PLANNING

  • Evaluate pension plan structures, IRAs, Roth IRAs, or qualified plans
  • Analyze distribution options for pensions
  • Calculate IRS required minimum distributions (RMDs), provide education on the regulations

INVESTMENT MANAGEMENT

  • Consolidate investment paperwork
  • Provide 401(k), 403 (b), or 457 investment advice
  • Evaluate investment alternatives
  • Explain investment ideas in an easy-to-understand manner
  • Provide secure on-line brokerage and stock trading
  • Provide annual asset allocation review
  • Conduct semi-annual review of investment statements
  • Review investment strategy to maintain an individualized, high quality portfolio

ECONOMIC ANALYSIS

  • Provide economic and stock market updates and explain what it means to you
  • Help evaluate the economic news to determine what you should and should not be concerned about

EDUCATION

  • Provide investment information with a comprehensive approach
  • Keep you updated with products, service, strategy changes, and improvements
  • Conduct semi-annual financial review meetings, other contact as needed

GOAL RELATED

  • Annual planning evaluations, tracking of goals
  • Pro-active follow-up on action items
  • Develop, establish, and track individual and family goals

INSURANCE REVIEW

  • Evaluate current life, disability, long-term care, health, umbrella, property and auto coverage
  • Seek opportunities for improvement or cost savings

ESTATE PLANNING

  • Advise on the implementation and proper use of estate planning tools: wills, trusts, power of attorney
  • Provide education and guidance on charitable giving alternatives
  • Review ownership and beneficiary designations on all accounts

FAMILY OFFICE SERVICES

  • Introductions to local and global commercial banks
  • Assistance to helping children and grandchildren obtain internships and permanent employment
  • Introduction to expert tax, accounting and estate planning firms
  • Assistance with lifestyle services (golf, sporting events etc.)
  • Risk Management (i.e. funding long-term care, considering the establishment of a IRC Section 831(b) captive insurance company)
  • Introductions to adult home care and nursing home contacts

MISCELLANEOUS

  • Analyze the effects of inflation on your goals
  • Provide referrals to CPAs, attorneys, mortgage brokers, etc.
  • Provide notary services

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities offered through First Allied Securities, Inc., a registered broker dealer, member FINRA / SIPC.  Advisory Services offered through Private Client Group, Asset Management, a registered investment adviser, not affiliated with First Allied Securities Inc..

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.  

 

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