A Vision for Innovative Financial
We partner with you to develop and monitor a personalized
financial plan using our exclusive Plan4Life
This proven approach, combined with our professional
experience, provides the edge you need to achieve your
goals more effectively.
for more information about Plan4Life
Financial Care Group
A truly independent financial planning organization
that thrives on developing new & better ways to
help their clients
right here in the heart of
From our beginning 16 years ago, we offered professional
financial planning and an asset allocation service,
when so many others were still gambling with market
timing strategies. In 1999, we redesigned and enhanced
this service into a very unique 7-step process called
providing a custom made portfolio for each client.
Why stop there? Recently, we announced a new Plan4Life
program. In partnership with a leading financial software
provider, we have developed an exclusive tool that takes
into consideration the various pieces of your financial
situation and analyzes them in order to create a strategy
for achieving your goals more effectively - a blueprint
for your financial future.
The result: We have developed some unique strategies
to help people achieve their financial goals more effectively.
In addition, we have managed to consistently beat the
market by considerable margins. Numerous times, our
recommended investments have received awards for being
tops in their category within the investment community.
This means being able to identify top investments before
they became popular
now that's innovation!