Growing Wealth With Responsibility
Customer Relationship Summary
At Southtowns Financial Group we use a client focused model. Your financial well being is our top priority, and we are confident in our ability to provide comprehensive service in all areas. We strive to provide financial stability and security for each of our clients and their families. When you choose us, you can be sure that your wealth will be managed responsibly. By focusing on the three pillars of Protection, Savings and Growth, we will show you how to get the maximum use of your money through increasing benefits and money supply, reducing opportunity costs, and managing eroding factors of your wealth. We will design a program that works under all circumstances and allows you to pass your wealth on to whom you choose without any fear of running out. We promise to grow your wealth with responsibility by maximizing your return while minimizing your risk.
Our mission is to help you have more and live well, but this goes beyond finances. We measure success in quality of life; therefore, we aim to give you strategies to spend more and do more during your life. Along with growing and accumulating wealth, we also teach you how to decumulate in a way that protects your financial future. We are dedicated to helping you reach your goals and pride ourselves on our extraordinary customer service, ensuring that you have access to our highly educated team at any time.
We value our relationships and know that life's plans can change; therefore, we will discuss your plan four times per year and meet in person during two of the four meetings. We know that business owners and retirees each have their own unique set of needs. Our team is prepared to guide you, your family, and your business.
Southtowns Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.
Building personal wealth and creating financial independence is both an art and a science. We will work with you to help develop a strategy that helps build your wealth, helps give you a feeling of confidence, and helps to allow you to enjoy your money and pass it on as you wish.
With over 50 years of combined experience in the financial services industry, our team is prepared to guide you, your business, and your family in all aspects of planning. Our goal at all turns is to increase benefits and money supply, reduce opportunity costs, while managing the eroding factors of wealth. Our recommendations are based on facts rather than opinion and our approach allows us to verify each decision to help ensure your financial success.
"An investment in knowledge pays the best interest."
- Benjamin Franklin