As a team of financial advisors, The Biermann Financial Group creates a comprehensive plan that provides for our clients' goals and dreams. We grow and protect their investments and assist them with additional financial concerns. As a result of creating long-lasting relationships, we guide our clients through the execution of their plan year after year to help them and their heirs become - and remain - financially secure well into the future.
By helping our clients adhere to the plan via professional, personalized attention, our goal is to help them attain their retirement goals without running out of money, and without having to worry about running out of money. Our approach involves a more consistent, long-term diversified strategy so that at retirement, our clients possess a lifestyle sustaining income with protected purchasing power for the rest of their life(s).
Our client loyalty is the result of our disciplined investment strategies and emphasis on client communication, portfolio reviews, wealth management and advisory services including tax issues, estate planning, education planning, insurance services and financial planning.
We believe our unique investment approach sets us apart.
As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.
Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.
Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.
After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.