About Price Financial Group LLC
At Price Financial Group, we specialize in helping individuals and families navigate life’s transitions. Through every phase of your life, you can depend on us to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
A Focus on Comprehensive Financial Planning
Financial planning is at the core of the services we provide. Our comprehensive financial planning begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to meet your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.
As independent advisors we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.
- As independent advisors we have no obligations to investment product manufacturers
- We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- We spend our time developing customized strategies for the unique challenges you face.
Adhering to an Industry High Standard of Care At Price Financial Group, we are committed to delivering all financial planning services in accordance with the CFP Board of Standards Code of Ethics which emphasizes:
- Placing our client’s best interests first
- Acting with due care and in utmost good faith
- Not misleading clients
- Providing full and fair disclosure of all material facts
- Disclosing and fairly managing all material conflicts of interest
Learn more about us...
- Meet Our Team
- Our Investment Philosophy and Process
- Our Code of Ethics
- ADV Part 2A
- Price ADV Part 2B
- Nyden ADV Part 2B
- Boothroyd ADV Part 2B
Click here to access a short profile on Price Financial Group, featuring firm founder Lori Price.