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Team Approach

"Coming together is a beginning.  Keeping together is progress.  Working together is success"  - Henry Ford

At Pride Financial Partners we recognize that no one person has all the answers.  Our fundamental belief is each person should focus a foot wide and a mile deep.  Meaning, specializing in one specific field allows that person to become an expert not only in that focused area, but also a valuable resource to tap into when a question or concern comes up.  This resource allows our firm to shorten the research time by relying on a trusted source to solve your challenges.   

The financial planning process can involve a number of professionals.

Financial planners focus on your overall financial plan, and often coordinating the activities of other professionals who have expertise in specific areas.  They work on a fiduciary capacity, so you know will you be provided advice that is always in your best interest.

Accountants and Tax Specialist provide advice on federal and state tax issues and are a valuable resource for the team to collaborate with to forward think on ways to help mitigate taxes an plan for changes in current and future tax codes.

Legal professionals/attorneys help you protect your family with wills, health care directives, plan your estate and give advice on transferring and managing your assets before and after your death.  They play a critical role in creating entities (LLCs, S Corps, etc.) to help properly label assets and ensure your assets and estates are properly prepared.

Insurance professionals evaluate insurance needs and recommend appropriate products and strategies. Provide a direct access point for all insurance related issues.  They are the lifeline for when things don’t go as planned.

Investment/wealth advisors provide advice about investment options and asset allocation, and can help you plan a strategy to manage your investment portfolio.  They collaborate with the planner and tax specialist for planned annual distributions and emergency needs to help mitigate derailing the plan.  They also keep a pulse on the market and help strategize with the client on a proper risk tolerance as clients get closer to retirement or have a change in investment beliefs.

The most important member of the team, however, is YOU. Your needs and objectives drive the team, and once you've carefully considered any recommendations, all decisions lie in your hands and with the planners assistance you collectively make the changes and adapt the strategies that you feel best for you and your family.

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