Premier Financial Planning, Inc. (PFPI) we recognize that
financial planning is the process of helping you meet
your life goals through the proper management of your
finances. We provide a host of financial planning services
to help guide you through this process and enable you
stress surrounding financial decisions
real possibilities from mere speculation
on financial issues that contribute to your goals
ways to realize your goals
an overall plan to achieve peace of mind.
we have established a comprehensive
plan tailored to your specific needs, it must
be implemented and monitored. We also develop
an action plan
to help identify the steps necessary for the implementation
and monitoring of your plan. You decide how much of the
action plan you will take on and/or need PFPI’s
help to accomplish.
The implementation and monitoring of your plan is what
we refer to as "Funding Your
Objectives." Implementation is centered
on funding your goals through investment and use of your
available assets. The subsequent monitoring of
the investments and assets we agree to put in place is
accomplished in several ways. Some of these tasks you
will accomplish by opening accounts, transferring monies
between accounts, etc. Other funding is from the management
and growth of your assets as well as subsequent withdrawals,
as necessary. For many clients, we provide money management
services for the on-going financial planning and asset
management needed to accomplish their objectives.
711 Executive Drive, Princeton, NJ 08540
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