Palmer Financial, LLC
We understand that you have worked hard for your money and have concerns about taking the next step in life. We can help you answer questions such as:
- When can I afford to retire?
- Will I run out of money?
- How can I put my kids through college while preparing for retirement?
- How can I help my aging parents?
- What will happen to my family if I die?
We can help remove the burden of worry from your shoulders by delving into your personal situation and creating financial strategies for the future. We have over 50 years of combined experience helping clients simplify and organize their financial lives.
Our role is that of a financial concierge who worries about the details so that you can get back to what matters most in your life: work, family, and community. Our first job is to work toward preserving what you already have and our second job is to help you grow it. Our commitment to you doesn’t end with investments; we offer guidance for every financial decision you face to help you make the right choices each day.
We founded our firm on a set of promises that represent our values and our approach to financial planning.
People over profits: We know that you have worked hard for what you have; we support you by putting you at the center of every decision we make. We view our clients as extended members of our family and measure our success by your quality of life.
Integrity: We prize truth, even when it requires us to confront hard realities. We are committed to transparency and honesty in everything we do.
Multigenerational planning: We care about every generation of your family and offer your children and grandchildren the same prudent financial guidance we give you.
Ongoing guidance: We don’t just create financial strategies; we walk with you every step of the way. Our goal is to be the first phone call for every financial decision and a reliable financial guide for life.
Who We Work With
We’ve learned that we cannot be all things to all people. Rather than set account minimums, we focus on working with families and individuals who are a good fit for our philosophy and approach to financial planning. Our best clients:
- Appreciate the value of professional advice when making financial decisions.
- Want to build lifelong relationships with a team of experienced financial professionals.
- Are actively committed to building strong financial futures.
- Care deeply about their families and their communities.