The Benefits of Working with PIERMONT!!
EXPERTISE
We have specialized knowledge and expertise regarding financial and tax issues. You can benefit from our years of education and experience. We pride ourselves on providing high quality services in a timely manner.
CUSTOMIZATION
Each financial plan is specifically tailored to your financial situation after an in-depth meeting with you, and review of your completed questionnaire and financial documents. We focus on your circumstances; particularly, risk tolerance, time horizon, income needs, tax situation, and personal preferences.
TECHNOLOGY
We use cutting-edge software that presents reader-friendly illustrations and explanations. Our presentations allow you to fully understand your financial plan and make decisions.
COMPREHENSIVENESS
We provide you with comprehensive financial services. A typical plan generally covers six areas: investment planning, retirement planning and employee benefits, personal income tax planning, estate planning and protection (insurance) planning as well as cash flow management. This type of plan focuses on specific financial goals such as retirement income, education funding, purchasing a second home or starting a business. Our experience in financial and tax concepts enables us to provide you with one-stop shopping for all of your financial planning and investment needs.
OBJECTIVITY
Your financial advisor should be focused solely on your financial objectives. We strongly believe you should not feel any sales pressure to buy products from your financial advisor. We, at PIERMONT, provide fee-only financial planning and investment management services. We never sell any products nor charge a commission as our fee.
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