Our Mission is to change the way you receive financial advice. We want our clients involved in every aspect of creating their financial plan, managing their money, and building their wealth.
We make it a priority to educate our clients, helping you understand your investment options, how they work, and why we believe they may be right for you. We thoroughly explain the products we bring to the table, so that you have a clear understanding of them, and why they have been recommended. We empower our clients to make the choices that are right for them. You should never be encouraged to do something you are not comfortable with. It is your decision, it is your future. Once you are educated and empowered we want you to take control. Whether it's deciding not to buy something and instead put more money into your savings, or taking a vacation of a lifetime because you've saved the money to do so. We take comfort in knowing we have done our job and you have taken control of your choices.
The Emerald Financial Group regularly meets with their clients - big and small. Through our hands on approach, we help you stay on track of your overall goals and objectives. In an effort to keep you informed, we offer e-newsletters, events, workshops, and many other resources. These tools provide the latest financial news and updates in the economy.
We take pride in what we do and look forward to celebrating your accomplishments as you move through life.
|Planning||Investments||Insurance||Employer / Employee Benefits|
|Divorce||Mutual Funds||Life||Profit Sharing|
|Estate||Fee Based||Disability Income||401(k)|
|Business||Annuities||Long Term Care||Employer Sponsored|
|Investment||Education Funding 529 Plans||Medicare|