Every client is unique and every financial situation is different. However, there are common principles and values that guide all of our efforts at Park Avenue Financial Advisors. Our success with our valued clients’ ultimately depends on a clear understanding of these fundamental values.
Your Financial Well Being Is Our First Priority.
Because your financial situation has an incredible effect on the quality of your life, our business is one that carries a tremendous responsibility. It’s a responsibility we never take lightly.
“It’s More than Money – It’s Life!”
Your job is to understand what is important to you as it relates to your life and money. Our job is to listen, understand, and to place your money in the path of your dreams. The most important reward is your satisfaction.
In This Relationship, We Both Have Responsibilities.
We take the time to understand you and your family’s goals and dreams. We then design a strategy that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you.
There is No Magic to Financial Management.
The foundation for success begins with a budget, a savings goal, an emergency fund, and protection for the people you love. We’re here to help guide you. The best measure of your financial success is the quality of our long-term relationship.
Small Steps Lead to Big Success.
Sometimes we think we have to make major changes in our lives to get ourselves on track, but in reality major changes are often results of a series of small steps. Our job is to help you pursue your goals with the fewest number of steps and the greatest level of satisfaction.
Our aim is to assist our clients in all stages of wealth accumulation. Initially it involves the steady accumulation of wealth achieved by building a balanced and efficient portfolio. Next is the distribution phase, a time when all your assets should coordinate together to provide sufficient and sustainable income for a comfortable retirement. We take a holistic approach to your financial life no matter what stage of your life you are in. We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and protecting wealth. All of our energies, commitment and efforts are focused on you and your success.