Palermo
Financial Group is an independent, fee-only financial planning
firm that specializes in financial planning and investment management.
How
Palermo Financial Group helps you to achieve what you desire.
#1. With the the recent Wall Street scandals and lack of trust in the financial area the vast majority of people are
confused and reluctant to seek help from a financial planner, they
believe they will be sold an expensive commissioned product, and that
the advisor who is supposed to to be helping them achieve their goals
is really looking out for himself first.
#2. We solve that by working with
our clients on a sales-free, fee-only format; recommending the finest
no-load insurance, annuity, and investment products. Our structure of never accepting commissions or 3rd party compensation of any kind means we only work for
and represent your best interest. You are our employer and no one else, this allows you to achieve your goals with a greater certainty and confidence than ever before.
#3. We work this way because it is the only way we would ever work with a Financial Planner.
Again, with the recent Wall Street scandals the the question we ask ourselves is:
Who do I want my financial advisor to work for?
"Wall Street Bank/Commission Based Firm X with management and company pressure to sell, sell, sell."
Or,
"I want my financial advisor to be required by law to only work for me, my best interests and the best way to accomplish my financial goals."
Contact us for a complimentary meeting to answer your questions and begin your road towards financial peace of mind.
Straight Forward and
Concise
The following pages offer an essential
breakdown of the 3 ways you pay for financial advice, why it is the
most critical choice to your financial health, and a breakdown of our
format and services.
When commissions and conflicts of
interest are removed from the picture, you will find financial planning
to be one of the most rewarding experiences ever performed.
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Palermo Financial Group works
with individuals, businesses, high net-worth clients and young
achievers. We help our clients as a retirement planner deal with, 401k
rollover, Simple IRA, SEP IRA and Roth IRA. Our investment management
is done in a passive approach. As a financial planner we set up and
monitor retirement accounts, rollovers, and new investment accounts,
IRA and inheritances. investment management in a fee only form money is
one of the most critical acts for our clients. Chris Baum is a CFP
® practitioner. Certified Financial Planner (tm) professional, an
independent napfa retirement planner that helps his clients achieve
their fullest with a high standard of ethical conduct and client
service. Palermo Financial Group is a CFP ® fiduciary for our
client’s accounts and assets. A napfa CFP ® financial planner does
not sell insurance or annuities we are a fee only financial advisor,
retirement planner, and investment management. In Las Vegas our sole
focus is on helping the client achieve their goals. We perform 401k
rollovers, new business accounts, asset allocation, and investment
guidance. Palermo Financial Group is a napfa financial advisor,
financial planner, Investment manager, as well as a member of the
garrett planning network in las vegas, and henderson. The independent
napfa and the garrett planning network are consumer advocates las
vegas,and henderson. We’re proud of our membership in a highly
exclusive network of financial advisor professionals across the country
choosing to work with clients on a fee only no commission, napfa and
the garrett planning network. In las vegas, Henderson, summerlin, we
are an independent financial planner certified with CFP ® certified
financial planner ™. Retirement planner and financial advisor in las
vegas fee only investment management are what we focus on. As a fee
only financial advisor and retirement planner we understand investment
management is important to our clients. A financial planner and
financial advisor should be there for their clients and the 401k and
401k rollover for investment management in las vegas. In las vegas,
henderson, summerlin we are the independend fee only financial advisor
and retirement planner of of choice for your investment management
options
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