It's not just what we do, it's how we do it.
At Longhi Financial, Inc. we believe in a comprehensive approach to wealth management that evolves with the needs of our clients. Our philosophy is to develop a disciplined financial approach that is individual to the client. We make it personal. Because no two clients are alike, we structure individualized personal plans based on the 8 Wealth Management Issues that our clients are likely to encounter at some point in their lives. Wealth Management is not an event but an ongoing journey; a journey that should be taken with professionals who understand all aspects of your financial goals.
Our Wealth Management team has extensive tax knowledge which makes us unique among our peers. We are able to offer an in-depth analysis of tax implications associated with investment changes and distributions. Because of this knowledge, we specialize in retirement income planning in order to help you determine how to replace your paycheck at retirement in the most tax efficient manner.
Client education begins with our explanation of investment options in terms that our clients understand. Continuation of the process includes portfolio reviews, educational seminars and periodic newsletters to keep our clients informed. Our team is fully committed to our Mission Statement: "To offer our clients service beyond anything they have ever experienced on a consistent basis."
Founded in 1980, Longhi Financial was built on a foundation of trust, integrity and confidentiality. The fact that the majority of new business comes from referrals by current clients speaks volumes.
We invite you to take that first step on your Wealth Management journey with us. Call or send us an email from this website by clicking on "contact us" and then complete a contact form.
*These services are offered by Juliann Longhi and Stanley Warner through their affiliation with H.D. Vest Investment Servicessm and H.D. Vest Advisory Servicessm.