Personal Financial Advisory
Financial Guidance for Families
Personal Financial Advisory service is designed for busy families who are interested in having personal attention from an Independent Advisor who has a detailed pro-active communication plan, along with decades of experience serving families.
You will find a home for your personalized wealth services needs with MultiGen, we focus on your needs.
A personal website is available to all clients where your total financial life is detailed on a single easy-to-read webpage. A personal financial planning binder will contain your statements, performance reporting, and semi-annual reviews. In addition a secure storage location is available for copies of your private records, statements and other materials. Ask us about MultiGen’s security.
We look forward to learning more about your unique family and creating a plan to work towards your financials goals and objectives.