Making financial complexities simple so you can plan ahead.
Form your Future
We help you manage your current financial situation, so you can focus on the present, while we focus on your future.
Aaron B. Safier, AWMA®, LUTCF
Founder & CEO
Our Wealth Building Strategy
Empowering & Enlightening Young Professionals to make critical financial decisions today for a better tomorrow.
Understanding Our Process
See How We Help You Get Wealth Done
Face-to-Face Personal Service.
We meet with you one-on-one. Get an understanding of your concerns, goals, and objectives. It is the critical first step in understanding about you and your family dynamics so that we can plan appropriately.
Doing Our Homework.
We fulfill our due diligence in gathering information and details about your finances. Every situation is different & we may have questions, which are critical in our planning process. Our goal is to begin our relationships having a clear understanding of your circumstances.
Customized Solutions For You.
We will provide a report that outlines and illustrates our recommendations, strategies & customized solutions for you, and show you how we plan to help you execute. During the implementation, we will help you put our recommendations into action and monitor your progress through periodic reviews.
Services We Provide
Covered in these areas
Family Governance & Wealth Education
Helping families and their young adult children understand the importance of financial planning
Comprehensive Wealth Planning
Reviewing all the different facets of an individuals investment portfolio helping them stay on track to accomplish their goals
Manage, review, and rebalance our clients’ investment portfolio helping them “weather” the storm of volatility
Risk & Insurance Management
Coordinating an insurance plan for clients helping them protect themselves and their families against unforeseen events
Financial Planning for Business Owners
Working side-by-side with entrepreneurs and business owners helping them establish group benefit and insurance programs to satisfy their employees’ needs
Working with individuals and strategic partners creating plans designed to establish gifting strategies and legacy planning to benefit charities
Get In Touch with Us!
We’ll be happy to answer any questions you may have on your way to building your wealth! Reach out here and we’ll get back to you soon.