Your financial well-being could not be more important, especially as you approach retirement. But like so many people, you may not have the time or interest in personal finance to properly plan how you'll live in your 60s, 70s, and beyond. At ProInvest Financial, we specialize in comprehensive financial planning and investment strategies for business owners, professionals and pre-retirees.
Our goal is to help you reach financial independence without sacrificing your quality of life. We have built our success on high-trust relationships and a dedicated service component. Our clients are our partners. Please feel free to call for a complimentary consultation about financial planning, or simply take a moment to complete your Financial Fitness Challenge below.
Our goal is to help you reach financial independence without sacrificing your quality of life. We have built our success on high-trust relationships and a dedicated service component. Our clients are our partners. Please feel free to call for a complimentary consultation about financial planning, or simply take a moment to complete your Financial Fitness Challenge below.
Services
Ned Tufekcic, an entrepreneur like many of his clients, founded ProInvest Financial to help business owners and pre-retirees manage their goals! Since 1989, Ned has held sales and management positions in regional and national financial services firms. He started ProInvest Financial in 2001. Ned is a graduate of the University of Maryland and a former board member of the American Croatian Business Association.
With nearly two decades in the financial services industry, we bring a depth of experience to the advisory engagement. ProInvest Financial also has strategic alliances with professionals in the fields of accounting and estate law. Investment Management: Through prudent asset management, we will custom-design a portfolio with an underlying focus: to build a lifetime income stream.
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