Our Services

At Premier Financial Advisors, we have the breadth and depth of expertise to assist our clients with ever y aspect of their financial situation. In our comprehensive approach, we look at the complete picture to ensure all components are working together. Our integrated ser vices are represented in the four main areas depicted in the diagram on the right. Click on a section to find more information about each topic:

  • Developing your investment strategy
  • Evaluating investment opportunities
  • Understanding the tax implications of an investment
  • Making buy/sell decisions
  • Managing a trust/inheritance
  • Managing family assets
  • Analyzing stock options
  • Monitoring and rebalancing your portfolio
  • Developing concentrated stock strategies


Developing your investment strategy
Our process starts with you: your need for return, your tolerance for risk, your time horizon. We design an asset allocation that optimally balances these considerations and serves as the blueprint for your personalized investment plan.

Evaluating investment opportunities
When weighing investment options, it helps to get sound, unbiased advice from someone who has your best interests at heart. We can help you evaluate the pros and cons of specific strategies or securities based on how they fit into your total financial plan.

Understanding the tax implications of an investment
At the end of the day, itís not what you make thatís important itís what you keep. At Premier Financial Advisors, we constantly seek to maximize our clientsí after-tax returns and provide informed advice regarding the tax implications of various investing strategies.

Making buy/sell decisions
When it comes to deciding if and when to purchase or sell a security, Premier Financial Advisors will be there to help you make the most informed decision possible. We look at each buy/sell decision within the context of both your near- and long-term goals, as well as advising you on possible tax consequences.

Managing a trust/inheritance
Whether itís a one-time windfall or a lifetime stream of income that needs to be worked into your financial plan, we have the resources to help you manage and maximize inherited wealth.

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Our services fall into the four main areas depicted above. Click on a section for information on that topic.