Financial Planning Firm Bio Real World Personal Finance Software Your Address Goes Here (503) 309-1369 Financial Planning Firm Bio Example provides personalized and practical financial advice to Financial Management Group businesses and individuals. Our clients benefit from the knowledge and experience of Financial Management Group associates, as well as sophisticated computer software support. As a member of a growing national network of 21 affiliated offices of we have unique access to First Financial Resources, specialized products and information. Financial Resources offices throughout North America assist in providing financial planning and investment management services to Northwest clients. Our typical business clients are closely-held and are active in wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. We advise our business clients on successor (buy and sell) planning, pension, profit sharing, employee benefits and incentive plans. Our individual client services include all elements of personal financial planning from budgeting to investment advice to estate planning. We work with our clients to determine their objectives, and then devise sound strategies for achieving their objectives. We work closely with the clients' accountants, attorneys and other advisors. We do not practice law or accounting, but are conversant with the major points of law and regulations that affect a client's financial statement. origin was the establishment of the Financial Management Group’s area’s first insurance agency in 1979. We continue to serve many business and personal clients of that era, as well as their later generations and successors. is committed to increasing the net worth of our clients. Our firm Financial Management Group provides experienced, practical advice and a broad range of high quality, cost effective products and services.
Financial Planning Firm Bio Real World Personal Finance Software Your Address Goes Here (503) 309-1369 Financial Planning Firm Bio Example Financial Management Group provides personalized and practical financial advice to businesses and individuals. Our clients benefit from the knowledge and experience of Financial Management Group associates, as well as sophisticated computer software support. As a member of a growing national network of 21 affiliated offices of First Financial Resources, we have unique access to specialized products and information. Financial Resources offices throughout North America assist in providing financial planning and investment management services to Northwest clients. Our typical business clients are closely-held and are active in wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. We advise our business clients on successor (buy and sell) planning, pension, profit sharing, employee benefits and incentive plans. Our individual client services include all elements of personal financial planning from budgeting to investment advice to estate planning. We work with our clients to determine their objectives, and then devise sound strategies for achieving their objectives. We work closely with the clients' accountants, attorneys and other advisors. We do not practice law or accounting, but are conversant with the major points of law and regulations that affect a client's financial statement. Financial Management Group’s origin was the establishment of the area’s first insurance agency in 1979. We continue to serve many business and personal clients of that era, as well as their later generations and successors. Financial Management Group is committed to increasing the net worth of our clients. Our firm provides experienced, practical advice and a broad range of high quality, cost effective products and services.
financial_planning_firm_bio.docx