Our Services

At Premier Financial Advisors, we have the breadth and depth of exper tise 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:

  • THIS PAGE
  • Buying a new home
  • Taking early retirement
  • Caring for an aging loved one
  • Changing jobs
  • Purchasing life insurance
  • Obtaining a loan
  • Managing multiple advisors
  • Managing your cash flows

Solving

Buying a new home
For many people, the purchase of a home is the largest single investment they have ever made. It can also be one of the most confusing and overwhelming ones. Working with Premier Financial Advisors, you can navigate the financial aspects of home-buying with confidence.

Taking early retirement
Sometimes we make life choices that divert us from our original financial plan. If you would like to retire sooner than you originally expected to, we can get you on the right path toward that new goal.

Caring for an aging loved one
Nursing home or your home, caring for an aging loved one entails significant financial issues and raises a multitude of questions. We are here to answer those questions and help you navigate the logistical and financial challenges associated with making sure your loved ones receive proper care.

Changing jobs
A new career brings many changes: a new salary, new benefit packages, and new 401(k) options, to name a few. We can help you evaluate all of the major aspects of a job change to ensure that the choices you make keep you on track toward your financial goals.

Purchasing insurance
Life, disability, and long-term care are just some of the options individuals have when selecting personal insurance. We can help you determine which you need, how much coverage is appropriate, and who offers the products that are right for you.

Obtaining a loan
Getting the best loan rate or using cash to pay down debt both have pros and cons. We can help you weigh your options when it comes to borrowing funds so that you can make informed decisions.

Managing multiple financial advisors
Lawyers, accountants, insurance providers and investment managers each have their own unique, sometimes conflicting perspectives on financial issues. We can play a coordinating role to ensure that all recommendations work within the context of your total financial picture.

Managing your cash flows
Determining how much to save versus spend is critical to managing your cash flows. We work with you to ensure that the choices you’re making are the right ones given your objectives, both near- and long-term.

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