Emery Financial Group is an independent financial planning firm that focuses on providing objective financial advice. We are dedicated to putting the needs and interests of our clients first. We work with you to help achieve your financial goals, whether you have just one question or want a complete financial plan.
It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be and we’re here to help. Whether your nearing retirement, in retirement, had a life altering event or just need some financial advice. We can help you get the right information so you can make the best decisions for your financial future.
Emery Financial Group holds strong values in education. We are built around educating the public on financial planning, tax planning and investment strategies. We strive to be a resource that people can access for financial planning strategies. A place where people can come to get their financial questions answered, with no obligation. Our goal, first and foremost, is to educate the public on what they should be doing with their financial plans, and if they choose that they want further help, Emery Financial Group is here to help.
To Be Truthful
We will commit to “telling it like it is”. Even when it doesn’t paint a rosy picture, we will make our observations as we see them and base them on what benefits you the most.
To Be Available
We recognize the importance of maintaining communication and answering questions you have about pending financial decisions. After all, comprehensive financial planning involves more than just investments; it includes everything from analyzing debt, calculating insurance coverage, to minimizing personal and estate taxes, and planning retirement – and more. We promise to be available, when you need us, to help you make those decisions.
To Understand Your Goals
As an integral part of your financial plan and your future, it’s important that we help you achieve your life goals. Understanding and recognizing these goals will make us better financial planners, but more importantly it will make you a happier person.
To Maintain Confidentiality
It is important to maintain all information and discussions confidentially. We feel it is important for you to know that anything you say will remain at Emery Financial Group and will not be discussed with any outside parties without your prior consent.
Our goal is to gain your trust as a financial planner and to work in cooperation with you to develop a long-term relationship that meets your values, expectations and lifelong goals.