Fort Washington Investment Advisors’ Private Client Group offers financial planning services and advice to individuals and their families seeking to secure their financial future. Our goal is to work closely with you to develop a thorough understanding of your financial goals, resources and values. Together we will then identify what is most important to you and use our financial planning capabilities to help guide you along a path to success.
Every financial plan we create is tailored to the specific needs of the individual and their family. To ensure our recommendations are comprehensive, we will work with you through these generally outlined steps:
A key component to our process is collaborating with your external advisors, such as your CPA and attorney, to ensure that all of your professional advisors are working with the same goals in mind. Additionally, we will periodically review your financial plan to ensure that proper modifications are made as circumstances change.
We strive to provide you with the knowledge and tools necessary to manage your financial future. We will work closely with you and your advisors to provide professional guidance and coaching as we work towards achieving your financial goals.