Pier & Associates, Ltd.

Building and preserving your personal assets requires attention and specialized knowledge.  At Pier & Associates, you get one-on-one guidance and a tailored financial plan that helps you maximize the growth of your assets, manage risk, and improve performance. We offer all of the following services to help manage your personal financial needs.

 

  • Retirement Planning:  We help you save for a comfortable retirement by assessing your retirement needs, evaluating your assets and sources of future income, identifying potential shortfalls, and creating a plan that best helps you reach your retirement goals given your financial situation and risk tolerance.

  • Funding Child Education:  Paying for your children's education requires accurately estimating the amount of money you'll need, reviewing your assets and estimated shortfalls, and addressing these items through developing an optimal savings plan.

  • Emergency Planning:  You can help ensure your family has the resources necessary should there be an unexpected emergency such as an illness or disability. We can help you ensure that you have enough money in your emergency fund and analyze your life, disability, health, home, and auto insurance coverage. We can also evaluate your will and various powers of attorney designed to take care of your affairs should you become unable to manage them yourself.

  • Achieving Investment Goals: We work with you to identify the steps necessary to maximize your investment returns and minimize your risk.  

  • Estate Planning: By saving tax dollars, professional fees, and court costs, we can help you to maximize the value of your estate. We can also help you to build a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

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