Who will help you realize your goals? Build your wealth? And keep risks at bay?
So you’re invited to an at-ease conversation, at no obligation, when it fits your schedule.
If you’re not quite sure where to start, may we suggest with a few questions? We’ll take it from there.
We bring our clients broad-based, customized financial planning based upon the singular goal of building your wealth and ensuring your financial security over the long term.
We’ll help. With a fresh perspective on where you are and what your best moves are now, when every decision counts more. Because that strategy you started out with 20+ years ago probably doesn’t apply any more.
This isn’t about wealth alone. It’s about lifestyle, commitments, pursuits. This is now. This is when you stop waiting and take control.
What you need now is clarity. Someone objective, independent, a trusted ally. An advisor who can give you full attention. Whose focus is on helping you achieve your lifestyle goals. A manager for all those complexities that can threaten your financial security over the long term.
Your goal: maintaining long-term, independent income stability and flexibility while you’re achieving the growth to leave a legacy.
What you don’t need now: Surprises. But the landscape is complicated – by volatile financial markets, changing taxation, real estate ups and downs. The needs of your spouse or your children could change. Or you may be exposed to inheritance issues or litigation.
As a retiree, you have Proximity’s utmost attention. We’ll help guide your choices on all the decisions you have to make. Coach you, educate you, show you options.
From Proximity, you get invaluable independent, objective advice. And a strategy for the long term.
We’re listening, and the primary tenets of how we engage our clients suggest we can and will serve you better. We are committed to refined research, education, transparency, and customized, solution-driven investing.
Our drive is a lot like yours. We concentrate on nothing short of stellar execution.
What stage are you and your business in? Building? Evolving? Maturing? Our comprehensive services help you make the wisest choices. We’ll work with you on a plan that can evolve and handle change in the way it should be managed, as opportunity.
Our thoughtful advisors can help you clarify goals, create a well-considered strategy, tailor a comprehensive plan that successfully negotiates the complexities of passing wealth from generation to generation.
The relationship between benefactors and charitable organizations is always unique, and we appreciate its importance. We bring you an understanding of the many complex issues that will influence your decisions: long-term financial goals, current income needs, taxation, specialized investment management, and many more.
We are inspired by the opportunity to help you give back.
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