Founded in 1988, Financial Connection seeks to assist its clients in achieving their financial goals through comprehensive, objective advice provided on a fiduciary basis. Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and employee benefits services and help them turn their needs, goals and objectives into a financial reality. Simply put, we function as our client’s trusted advisor.
We appreciate having this opportunity to present our services to you, and encourage you to explore our site further. Please feel free to ask any questions you may have, or express any of your concerns. The best way to facilitate this is through a personal exploratory consultation, so we may determine whether your needs and our practice are well matched. We promise you the following:
- A Meeting Focused on You and Your Needs.
- A Meeting that is Concise, Productive and Informative.
- A Meeting that Doesn't Waste Your Time - Your Most Valuable Resource.
We offer this on a complimentary basis, with no further obligation. We strongly encourage potential clients to take full advantage of this.
We look forward to hearing from you.