INVESTOR SERVICES - FINANCIAL PLANNING

Thank you for selecting a Partnervest Financial Group advisor and our firm for your Financial Planning, and Investment Management. Our combined goal is to provide you sound investment advice and customized personal service designed to help you meet your financial objectives.

At Partnervest, we consider the planning process to be just as important as the results. Therefore, the gathering and privacy of information, the review of alternatives and plan development are all critical components done in close conjunction with the client through qualified advisors. Proper planning is not a one-time event. Any plan needs to be adjusted and updated to reflect changes in life’s circumstances or it becomes outdated.

The initial planning should always be seen as the beginning step in a life long process to build a personalized investment plan, with appropriate risk management in place that creates peace of mind for the future.

Our firm’s economic interests are strictly aligned with the long-term success of each and
every financial advisor and their clients.