Amrein Financial
Getting a Better Understanding of Your Financial Goals
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Our approach is to provide sound financial advice at a reasonable cost.
We use a goal based process that requires a series of discussions to
understand your concerns and provide a list of solutions to achieve your
goals. Listening to your concerns and explaining how to financially
reach those goals is the objective of our service.
An important part of our process is to make sure you feel comfortable
with the solutions that we are recommending. If a solution is developed
and it can't be implemented then the exercise is useless. Our services
try to explain complex financial issues to the level in which our clients
feel comfortable with the solutions.
Continuous Cost and Value Added Reviewed
Cost is a major concern within all of our recommendation. We primarily
use no-load mutual funds and low expense ratio exchange traded funds
(ETFs). Investment flexibility is another important part of our strategies.
Life is full of changes, your financial plan and solutions should be able to
support changes without financial penalties. We are continually
reviewing our internal costs and value we add for our clients.
Our primary clients are parents and grandparents who are trying to
properly plan for retirement and education expenses for their family.
These two family expenses have become very important and complex in
recent years. Increases in longevity, investment options, education cost
and family structures are just a few reasons why most people use our
services. Our personal level of service and communication makes this
attractive to many families.
We use a goal based process that requires a series of discussions to
understand your concerns and provide a list of solutions to achieve your
goals. Listening to your concerns and explaining how to financially
reach those goals is the objective of our service.
An important part of our process is to make sure you feel comfortable
with the solutions that we are recommending. If a solution is developed
and it can't be implemented then the exercise is useless. Our services
try to explain complex financial issues to the level in which our clients
feel comfortable with the solutions.
Continuous Cost and Value Added Reviewed
Cost is a major concern within all of our recommendation. We primarily
use no-load mutual funds and low expense ratio exchange traded funds
(ETFs). Investment flexibility is another important part of our strategies.
Life is full of changes, your financial plan and solutions should be able to
support changes without financial penalties. We are continually
reviewing our internal costs and value we add for our clients.
Our primary clients are parents and grandparents who are trying to
properly plan for retirement and education expenses for their family.
These two family expenses have become very important and complex in
recent years. Increases in longevity, investment options, education cost
and family structures are just a few reasons why most people use our
services. Our personal level of service and communication makes this
attractive to many families.
| Detailed Service Description |
Listed below are detailed descriptions of
each of our services. Please click on the
service links below for more information:
each of our services. Please click on the
service links below for more information:
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| Contact Information: Amrein Financial PO Box 468 Wynnewood, PA 19096 610 789 1255 Info@AmreinFinancial.com |
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Sound Financial Advice at a Reasonable Price