Every client is unique and every financial situation is different. However, there are common principles and values that guide all of our efforts at Park Avenue Financial Advisors. Our success with our valued clients' ultimately depends on a clear understanding of these fundamental values. Because your financial situation has an incredible effect on the quality of your life, our business is one that carries a tremendous responsibility.
It's a responsibility we never take lightly. We take the time to understand you and your family's goals and dreams. We then design a strategy that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you. The foundation for success begins with a budget, a savings goal, an emergency fund, and protection for the people you love.
It's a responsibility we never take lightly. We take the time to understand you and your family's goals and dreams. We then design a strategy that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you. The foundation for success begins with a budget, a savings goal, an emergency fund, and protection for the people you love.
Services
Our education, designation, and combined 30 plus years experience allows us to offer a wide range of strategies and services to help you pursue your financial goals. All financial programs that we create share two common goals; protect and grow your existing assets while helping you prepare for a confident and independent financial future.
Whether you have significant assets to manage - or if you are just starting to accumulate wealth - consider developing a personalized strategy to achieve your financial goals. Our goal is to provide you with guidance that can help you understand and better define those financial goals. We work hard to create a long term relationship with our clients and their families.
We consistently deliver highly personalized financial guidance and attention to detail throughout defined process. We provide you and your family with a comprehensive five stage approach to help you cultivate and maintain your financial health. First, we meet with you, your family and/or the significant people in your life that you want us to know about to discuss and understand your dreams, life vision, needs, goals, expectations and concerns.
Here are some common sense tips that will improve your investment success, no matter what your level of financial sophistication. 1. Come early to the party and stay late! Begin investing as soon as you can, be patient, and let time multiply your investment performance with compound growth potential.
To better understand your financial goals and align it with your portfolio, we have partnered up with the Quantitative Risk Assessment platform, Riskalyze. Risk Preference - How far can a client's portfolio fall, within a fxed period of time, before he or she capitulates and makes a poor investing decision.
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