Capturing and implementing the financial plan that best suits your circumstances and expectations is accomplished using a "client-centered" team focused on a superior level of service. That is not unique. But what may be unique is our commitment to a broader degree of collaboration and an unwavering reliance on research-based, proactive financial education.
Because we want those within our small, but select, group of clients to appreciate the benefits of collaboration we rely on as our standard. We form teams by tapping into a reservoir of accomplished professionals - within and outside of our group - to assist in advising our already successful clients on key financial areas. To the Plaza Advisory Group, this broader and deeper research-based option allows clients to evaluate, compare, and ultimately choose a plan they feel best fits their goals and objectives.