How do you choose your financial advisor?
Too often people “fall into” working with a financial advisor without knowing much about them.
Most people don’t know these answers, and the consequences of “falling into” this important relationship are detrimental.
Relationships are just as important as results.
A Financial Partnership is more valuable than pre-packaged services.
Collaboration is more impactful than generic advice.
With over two decades of experience, Stuart Canzeri has been helping their clients achieve the financial freedom to live an abundant life. As Independent Registered Investment Advisors, the partners at Peachtree Financial Group work exclusively for their clients – not for a financial corporation.
Stuart Canzeri, Atlanta Magazine’s 2014/2015/2016 Five Star Wealth Manager Award recipient1, began his financial services career in mortgage banking in 2000. Stuart is married with two sons and is active in his church. He also serves as Board Chairman and Commissioner of Fulton County’s Housing Authority.
1The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Atlanta Magazine to honor these professionals and recognize their achievements. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate.
At Peachtree, our clients are introduced to the Financial X-Ray Process, which assesses all aspects of our clients’ financial lives.
This allows you to make financial decisions based on your personal goals, NOT products.
Increase wealth without additional out-of-pocket outlay
Validate the success of their money decisions before actually making them
Develop contingency plans
Learn how ensure the retirement that have worked so hard for
Give you greater access to your money and a greater understanding of how your money is working for you
Provide total needs-based and value-based insurance protection
Show you a verifiable financial process that provides organization of your financial documents
■ Meet to discuss and assess your personal situation
■ Does Financial X-ray make sense for you?
QUESTIONNAIRE REVIEW MEETING
■ Review completed questionnaire and financial documents provided
■ Create and deliberate your complete financial profile
YOUR X-RAY MEETING
■ Compile and present results of your profile analysis
■ Begins with your present financial situation, leads into your future situation.
■ Begin implementing agreed upon strategies to maximize your wealth creation
REGULARLY SCHEDULED MEETING
■ Maintain the role of the Macro Manager for your financial wellbeing
■ Meet on regular basis to review and modify when necessary
■ Reflect on any changes in your financial status and recommend implementation of changes when necessary
UNCOVER THE CLASSIFIED STRATEGIES THAT FINANCIAL PROFESSIONALS NEVER TELL YOU
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