At the Neihart Financial Group, we work with individuals and families to create personalized financial strategies aligned with their unique goals and priorities.
We focus on what we call “risk readiness.”
While many advisors primarily focus on investment and market risk, we take a broader approach that considers a range of factors that may affect your financial life and long-term plans.
By coordinating your insurance coverage and other risk management strategies with your overall financial strategy, we strive to help you prepare for a variety of financial scenarios and navigate important decisions with greater confidence.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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