You are our focus. You know what you want in life. You've always tried to do what's right financially, and now want to continue to build wealth that lasts your lifetime. You don't want to make mistakes or be taken advantage of. You need clarity and confidence that you're on the right path, and that what you've set out to accomplish will happen.
You're worried about paying too much in fees, and don't feel like you have a comprehensive financial plan. No one strategy fits everyone, which is why every client gets specialized attention--from planning, to execution, to follow-up. We take a proactive approach, and develop a strategy to address your financial goals using the most efficient methods possible.
You're worried about paying too much in fees, and don't feel like you have a comprehensive financial plan. No one strategy fits everyone, which is why every client gets specialized attention--from planning, to execution, to follow-up. We take a proactive approach, and develop a strategy to address your financial goals using the most efficient methods possible.
Services
Prosperity Process
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Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination.
Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.Our promise to you is that you'll never feel pressured to make a decision you'll later regret.
Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.Our promise to you is that you'll never feel pressured to make a decision you'll later regret.
Retirement Income Planning
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You've worked hard to get where you are, and you deserve a plan that works. Here at Empress Investment Group we believe everyone should have a WRITTEN retirement income plan (not a wish list, calculations verbally conveyed, or scribbled on a piece of paper)! You should feel 100% confident that your financial plan will carry you through your retirement years.
Risk Analysis
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Are you close to retirement and worried market losses may impact your ability to generate a sustainable income? Are you still in the accumulation phase, and comfortable with more risk if that means greater returns over time? The most important question is whether the level of risk in your current portfolio actually matches the level of risk you are comfortable with.
Education
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Empress Investment Group believes that education is a vital component to financially empowering our clients. Financial of our clients not only enjoy learning, but also socializing. We host complimentary webinars and seminars in our community, which focus on social security planning, market volatility, tax planning, and more.
FAQs
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At Empress Investment Group, we do NOT charge a fee per meeting. We are a fiduciary fee-based advisory firm. Fee-based advisory services mean that the client is paying an ongoing fee for the management of their accounts. This fee varies depending on the size of the portfolio, the investment allocation, and the type of management.
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