Financial planning is an ever-changing and continuous process that takes into account not only your financial life but also your personal life, which includes your hopes, values, and dreams.
Provide asset management services designed to help individuals create, implement, and monitor a disciplined investment strategy that will help them progress steadily towards reaching their goals.
A truly comprehensive financial plan can help protect both you and your family from a wide range of financial risks, including risks associated with loss of life, disability, and estate taxes.
Benjamin Prescott has been in financial services since 2008. Ben’s industry knowledge focuses on helping individuals, business owners, employees of municipalities and their families accumulate, retain and gather assets from their financial resources.