Strategic Financial Planning
Transparent Financial Services.
At Empire Financial Group, we stress the importance of strategic planning, disciplined habits, and good financial practices to secure your financial future. It’s not just about earning more, but about optimally utilising what you have. With the right plan and team, anyone can secure their financial future. We receive no compensation or commissions for any investment products our clients may acquire, except for insurance.
We offer service packages based on the complexity of your financial situation and the time you require from us. These range from annual to quarterly check-ins.
Our Financial Planning Process.
Our client’s success stems from the collaborative effort of our team and a methodical planning process:
Review your current situation regarding your financial position, income, and family. We’ll ask about your financial goals and help you set them.
Use our detailed modeling to chart a course for your financial future.
Present a strategy for how we can improve your financial future and achieve your goals.
Stick with you along the journey, providing regular ongoing advice and support.