ALL IN THE NAME
Collective Financial Partners: “A collective of leading financial companies, products, and services structured with our client as the lead partner”
Whether for personal or business planning, our philosophy on client relationships can be summed up in our company name. Even if you’re not the head of a Fortune 500 company, we believe you should be treated as one. You are the owner and CEO of your personal or business assets. Our client-first approach to planning is not only prudent but makes perfect sense. Not only because of sound business practices and fiduciary requirements, but because it is just the right thing to do.
Personal Financial Planning
When planning a trip, the map reveals many different roads that will get you to your destination. You can take the expressway or the scenic route. The destination is the same, it’s simply a matter of finding the path that is right for you. How do you find the right route for your financial planning needs? You start with the right process, one that puts you first. By utilizing a set of established and time-honored criteria, you can be more confident in your planning. Your input guides the process. Together we find the solutions that work to avoid roadblocks and negotiate detours, helping you achieve your goals and alleviate your concerns.
Business Planning
For most small business owners, their business is their most valuable asset. Protecting your interest from physical loss or legal liability is a top concern. Finding and retaining key employees is becoming tougher in the current business environment. ERISA and DOL compliance place restrictions on available options, and not following the proper procedures can lead to fines or penalties. Cash flow and protecting unfunded liabilities can put additional strain on businesses growth and development. There are actions you can take to help offset these risks and increase your bottom line.
Insurance
Life insurance could be called the backbone of a strong financial plan. There are many variations, but they all provide your dependents with protection from future lost income due to an unexpected loss of life. Without life insurance, the best financial plan could, and most likely would, fail. You base almost every financial decision on your income and ability to pay. When that ability to pay is somehow reduced or removed from your available budget, things go south very quickly.
Contact Us
Call Us
Phone: 304-216-5568
Email Us
Address
240 Sherwood Street
Star City, WV 26505
