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Experience Matters
Helping Successful Professionals, Entrepreneurs & Retirees
Manage, Grow & Protect Their Wealth Since 1988
Welcome to Financial Connection
Founded in 1988, Financial Connection assists its clients in achieving their financial goals through comprehensive, objective advice provided on a fiduciary basis. Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and employee benefits services and help them turn their needs, goals and objectives into a financial reality. Simply put, we function as our client’s trusted advisor.
If you are visiting us for the first time, we appreciate having this opportunity to present our services to you, and encourage you to explore our site further. Please feel free to ask any questions you may have, or express any of your concerns. The best way to facilitate this is through a personal exploratory consultation, so we may determine whether your needs and our practice are well matched.
We offer this on a complimentary basis, with no further obligation. We strongly encourage potential clients to take full advantage of this.
We look forward to hearing from you.
Financial Planning
We consider Financial Planning to be the cornerstone of our client relationships.
The planning process we engage in is not a once in a lifetime event, but an
evolutionary process. One that takes into account ongoing changes in your life,
your resources, as well as your objectives, priorities and values.
Wealth Management
Our goal is simple and straightforward: To grow and protect the wealth of our clients.
Employee Benefits
Running a business is not easy. Maximizing your bottom line means minimizing expenses, and attracting and retaining productive and key employees, while providing quality benefits for yourself and your family on a cost effective basis.
