We empower women and retirees to embrace their financial future with optimism and the confidence of knowing they have a plan in place to not outlive their money.
At Price Financial Group, we understand that your world is constantly changing. While change can be difficult, it is a normal part of life. As your financial partner, we'll help you integrate your finances with your life's work and personal goals. Together we will seek to create a sense of financial stability and purpose so you can embrace times of transition as opportunities for positive transformation and growth.
We believe in financial competency built upon continuing education, training and communication that defines our mutual understanding and trust. These are the commitments we make to each of our clients. If you're looking to grow and protect your wealth through life's transitions, the partner of choice is clear:
1) We identify your needs
2) We fully analyze and evaluate your personal situation
3) We give you input, advice & recommendations to help you make timely, informed decisions about your investments, taxes, insurance, retirement and estate planning needs
4) We are there for you on an ongoing basis to help you deal with all of your financial issues over time.
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