As your business and personal financial advisor, we begin our financial planning process by helping you to identify your goals. We take a comprehensive look at your financial situation – not only your business concerns, wealth management issues, and investments, but also your interests, values, motivations, and concerns. We review all aspects of your financial life, including:
- Your business and personal goals – Although your priorities may change depending on your stage of life and where your situation falls within the hierarchy of financial goals and needs, these may include expanding your business, financial independence, education, retirement income, improved cash flow, creating a family legacy, managing estate taxes, and more.
- Your risk tolerance – We ensure that you do not take on more risk than you are comfortable with or than your financial plan may require.
- Your current asset allocation – We work with you to minimize your risk and maximize your investment return. By taking the time to understand you and your business, our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals are in the best possible position to help you define practical, measurable goals to inform your financial plan. We review the issues and challenges you may face at each stage of your life and your business life cycle, and provide strategies for handling changes in your personal and financial circumstances.
We also draw on the expertise in our financial planning, estate planning, pension, insurance, and group benefits divisions at our NJ headquarters to identify and address the “weak links” in your financial picture and develop your roadmap to success.
At AEPG, what matters most to you, matters most to us.
AEPG: Your Accountable Advocate®