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Individuals and families accumulate and disperse assets over their lifetimes. This involves taxes, investment decisions and lifestyle considerations. We at Financial Planning Investment Group help people create a financial plan that balances all these elements, while placing special emphasis on maintaining current lifestyle and working towards lifetime goals. Financial Planning is an ongoing process, not a one-time event. The financial products you use to implement your plan should be selected carefully and continuously monitored.
We at Financial Planning strive to keep abreast of the latest industry trends and standards, educate ourselves regarding ever-changing laws and regulations and continually familiarize ourselves with new investment options and products. Our associates are registered to handle the investment products you will need and we take great pride in providing efficient, courteous and knowledgeable service to our clients.
Through our independent registered investment advisory arm – Asset Planning Corporation – we are able to offer fee-based asset management options rather than the traditional commission based relationship. This fee-based arrangement can put us on the same team and you can feel confident that your best interest is our objective. A complete description of our management fees is available in the Asset Planning Corporation form ADV, Part II. In some cases, commission-based investments are in our clients’ best interest. In those instances, we will fully disclose commissions upon request.
We believe you will derive great benefit from working with our family owned and operated firm. Our President, Louis Macloskey, has been in the Financial Planning and Insurance industry in the greater West Palm Beach area for 30 years. Dedicated to his clients and his community, Mr. Macloskey has developed long-standing relationships with his clients through his integrity and commitment to personalized service.
Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory services offered through Asset Planning Corporation, a Registered Investment Advisor. Financial Planning Investment Group, Asset Planning Corporation and Ballard Associates are not affiliated with Cambridge Investment Research, Inc.
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