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About
About Us | Our Mission Statement
At Precise Financial Solutions, our mission is to help pre-retirees and retirees prepare for retirement, protect their wealth and legacy, and prosper throughout their financial journey. Through transparent, strategic, and comprehensive planning, we empower clients with education, meticulous analysis, and personalized strategies designed to strengthen long-term financial wellbeing.
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We specialize in guiding you through the critical years before and after retirement—supporting 401(k) rollovers, pension decisions, Social Security optimization, tax-efficient income planning, and coordinated estate planning including wills, trusts, and asset alignment. Our precise, streamlined approach ensures a confident transition into retirement and the freedom to enjoy the lifestyle you’ve earned.
Who We Serve
Precise Financial Solutions serves individuals and couples in the crucial years before and after retirement—those seeking clarity, stability, and a trusted guide for their financial future. From 401(k) rollovers to income planning and estate preparation, we support clients who want a caring, knowledgeable partner to help them protect what they’ve built and enjoy a secure, fulfilling retirement.
Pre- Retirees
We have experience assisting highly compensated employees with a review of their employee plans and investment options.
New
Retirees
People nearing retirement or who are already in retirement have unique goals and plans for their assets that our team can help implement.
Working
Professionals
For those in the accumulation stage of their life, we offer innovative planning option to help achieve your goals.
Holistic Approach
At Precise Financial Solutions, we believe true financial confidence comes from a comprehensive, personalized plan that aligns every part of your retirement. Our holistic approach integrates income planning, investments, tax strategy, and essential estate considerations like wills, trusts, and beneficiary alignment—all working together to support your goals. With clarity, education, and ongoing guidance, we help you make confident decisions throughout your retirement journey.
Discovery
We start with an initial analysis of all you have accumulated and identify opportunities and gather context for future planning.
Design
We educate you on a proven and time-tested investment processes and create the core concepts of your wealth management or retirement plan.
Tailor
We work to adapt the investment plan to fit the nature of your goals rather than force-fitting all investments into some canned and predefined system.
Implement
We address and implement each investment solution in order of importance, until you can rest easy at night, knowing there will be no surprises
Service
We provide ongoing support as your life unfolds and goals evolve. We'll make sure to revisit your plan as time progresses.
OUR PHILOSOPHY
We believe that retirement success is built on clarity, education, and a personalized plan that prepares, protects, and helps you prosper through every stage of your financial journey.
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OUR COMMITMENT
We are committed to providing transparent guidance, thoughtful strategies, and unwavering support so you can navigate retirement with confidence and peace of mind.