Shrier Associates, as a Registered Investment Advisor and Licensed Insurance Advisor, is independent and objective.  Our advice is unbiased. We offer comprehensive services that help you move towards your financial goals and achieve the lifestyle you desire:

• Personal Wealth Planning – By uncovering your long-term goals and dreams and looking at your current financial assets, we use our skills to design a financial strategy . . . uniquely for you.  We can answer the most important question: “Will my money last as long as I do?”  AND backup our answer with research.

• Investment Selection – Taking your unique financial plan, together we make selections designed to increase the probability of meeting your lifetime goals. How to allocate your assets is just as important as which investment to buy.

• Insurance Planning – Calculating how much insurance to have is critical. Carrying either too much or too little insurance can be extremely costly.  Navigating the myriad of options is not easy either. As one of the state’s limited number of Licensed Insurance Advisors, we help you select appropriate coverage, product and amounts for you.

• Instant Access to Your Financial Dashboard –
  A customized, online financial portal is set up for you. The information is available at your fingertips through a secure internet connection, even if you are busy, at home, work or traveling.

• Business Retirement Plans, College Planning, Estate Plans and Special Projects - We go out of our way to help our clients through each of life’s unique challenges.

To make sure our solutions are aligned for your success, our work is fee-only for planning and investment management.  However, this isn’t always the most cost effective solution with insurance products and therefore a commission solution may be better.

Our bottom line is that we do what’s best for you, the client.

Contact Shrier Associates today to get a no-obligation consultation.