Have a plan for your earning years and beyond, let your hard work set you up for a better tomorrow. Financial planning, products, and services can be such a win-win scenario that we are constantly amazed at how many advisors, companies, and business models treat it as a zero-sum game. The worst, and most frustrating part, is that there is a better way, but some companies choose an easy buck over the well-being of their clients' financial future.
At Presidio we are strict fiduciaries. We have a legal obligation to put your interest ahead of our own, and frankly, that is how we like it. What 90% of the industry get's wrong is they believe they have to sell high commission, high fee, products at your expense, in order to be personally successful.
At Presidio we are strict fiduciaries. We have a legal obligation to put your interest ahead of our own, and frankly, that is how we like it. What 90% of the industry get's wrong is they believe they have to sell high commission, high fee, products at your expense, in order to be personally successful.
Services
Financial Planning
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Financial Planning is a broad term that can have a huge impact on you, and your family's financial future. Every stage of life requires a different set or priorities and we help properly position your earnings to accomplish your goals. Whether it's biting the bullet and carving out some of your paycheck to get started, or making sure that you have a retirement plan that guarantees you don't run out of money, needs change as time goes on.
Wealth Management
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Investing your money involves so much more than finding the right mix of assets. We understand the true meaning of the word diversification involves more than just what is in your portfolio.
A properly designed wealth accumulation plan protecting against a changing tax and regulatory environment, hedging against major market corrects, and finding alternate sources of income that aren't correlated with the traditional stock market centric investments that traditional wealth management has relied on.As a fee only fiduciary we only do better when you do.
A properly designed wealth accumulation plan protecting against a changing tax and regulatory environment, hedging against major market corrects, and finding alternate sources of income that aren't correlated with the traditional stock market centric investments that traditional wealth management has relied on.As a fee only fiduciary we only do better when you do.
Insurance
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Whether you are rising through the ranks or run your own business, you wake up every day and use your skills and abilities to provide the life you live and the future you want for you and your family. When a premature death, extended illness, or disability could be catastrophic for your plans it is imperative to have a proper risk management plan to protect against these eventualities.
Disclosures
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Presidio Financial Group LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.
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