Private Clients
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Wealth Management
srk ∣ Financial Group Group is a comprehensive financial services firm committed to helping our clients to the financial success they desire by identifying their current and future financial needs and keeping you and your family on track to and through retirement.
As a comprehensive independent financial services firm, we offer our clients a vast assortment of non-proprietary investment choices that we can utilize to customize your portfolio in addition to using separate private money managers to tailor the portfolio.
Our objective is simple which is to invest your portfolio so that it will yield the return you seek with the lowest possible risk.
- Investment Management
- Insurance Planning
- Retirement Assets
- Non-retirement Assets
- Investment Selection and Diversification
- College Planning
- IRA Rollovers
- Asset Protection
Investment Management
The srk ∣ Financial Group uses non-proprietary investment choices to tailor a plan for you. As your needs change we adapt with you by maintaining consistent communication to make investment adjustments as economic or lifestyle conditions warrant.
Our firm uses Asset Allocation, Manager Selection, and Performance Reporting to navigate the investment choices that make up your portfolio.
The investment management includes:
- Investment Manager Review
- Investment Recommendations
Insurance Funding
As an independent firm The srk ∣ Financial Group uses many life insurance products offered by the leading insurance carriers across the country to protect your current assets against any unforeseen circumstance that may put you and your holdings at risk.
Life Insurance products are efficient tools that are used by families and successful companies to create liquidity upon death. By being independent we can customize the right solution for you and your family.
Our services include:
- Review of existing life insurance portfolio
- Restructuring life insurance portfolio to make it more efficient and cost effective
- Connecting you with wealth transition executives to avoid any costly estate cost liabilities
Retirement Plans
In addition to any holding that a client may have with us in their portfolio, clients usually have a retirement plan, i.e. 401(K) plan that their company/plan sponsor offers and all too often these plans do not receive the same ongoing investment management and performance reporting that their personal holdings do with us.
At the srk ∣ Financial Group we provide the ability for periodic review of your company’s retirement plan that you have in place to help you stay on track to facilitate you meeting your personal objectives on that account.
These services include:
- fi360 reports using in-depth asset class research and mutual fund due diligence
- Morningstar
- Other Independent sources