Our Services

 

 

At Financial Assets, Inc., we are committed to Ethical Conduct, Integrity and Excellence. Our public mission statement is:



* Acquire sufficient understanding of your entire financial needs, goals and objectives and frame all advice within the context of a written financial report.



* Make available only those financial products, services and recommendations that are suitable for your needs and risk profile, and are in accordance with applicable Federal and State regulatory requirements.



* Subscribe to the Code of Ethics and Professional Standards of Practice of the Certified Financial Planner Board of Standards, Inc. and the Financial Industry Regulatory Authority, Inc. (FINRA).



* Subscribe to the Code of Ethics and Professional Standards of Practice of the Institute of Business Appraisers (IBA), the Association of Investment Management and Research (AIMR), and the Uniform Standards of Professional Appraisal Practice (USPAP).



* Ensure our clients expand their knowledge of financial and investment topics through personalized attention.



* Use a team approach in working with our clients` other professional advisors and encourage such relationships.



Our financial services for Individuals:

* Investment Management

* Retirement and Estate Planning

* Income Tax and Cash Flow Analysis

* Capital Goals Analysis

* Risk Management Analysis



Our services for business clients:

* Certified Business Valuations

* Financial and Estate Planning

* Buy/Sell Agreements

* Deferred Compensation Plans

* Business Plans and Budgeting

* Mergers and Acquisitions