The most important part of a puzzle isn't the corner pieces or the edges. It's the picture on the box. At Investment Advisory Group, we approach financial planning by looking at your desired picture on the box before beginning to assemble the pieces. We do this by spending a great deal of time listening and learning about your unique needs. Only once we understand your personal values, hopes and goals, we can begin to put the pieces of your financial puzzle together.
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No financial situation is the same, so no solution should be either. We know there isn't a "one size fits all" approach when it comes to helping our clients. That's why we get to know you, your finances and your future goals in depth before we try to fit the pieces together. Your business goals, your personal goals.
We start by listening. Once we've thoroughly discussed your personal picture on the box, we'll put our decades of experience and client-oriented approach toward achieving your financial goals. Together we'll create or evaluate your long-term plan to save for college, retirement or anything in between.
We're Investment Advisory Group, a team of dedicated professionals ready to put the pieces of your financial puzzle in place. Together, we have over 90 years of cumulative financial planning experience that we're proud to put toward achieving your picture on the box. In doing so, our team is dedicated to listening and understanding every client's unique needs, goals and concerns.
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D. With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
We'll evaluate your current financial situation and recommend strategies based on where you want to be. In order to achieve your financial goals, your comprehensive financial plan should include every piece of the picture, from monthly spending to asset protection. We'll review our findings, recommendations and strategies to select a plan that best fits your needs and goals.
Reviews (5)
Karen Neumann
Aug 17, 2021
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Jay Richards of Investment Advisory Group has done a stellar job of keeping my investments on track for my retirement. Talking about money can be very personal and sometimes difficult, but Jay listens carefully and offers clear and honest advice. I moved out of the area years ago and considered switching to someone local, but after talking to them, it just made sense to stick with someone I trust.
Betsy Harling
Jan 17, 2019
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Mitchell Harling
Dec 14, 2018
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Steve Dubin
Nov 30, 2018
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Joanna Jones
Jul 03, 2018
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Jay set up my son’s college account shortly after he was born. We will be well prepared when he enters college as a result. I also took out another investment account with my employment. There was a conflict that Jay successfully helped me resolve despite the fact he was not involved with that other work investment. Jay has been a great financial resource for me all around!
