1790 Yardley-Langhorne Rd
Livingston Office -- Acorn Financial
290 West Mount Pleasant Ave
Wealth creation and preservation is our primary focus. Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities.Financial products serve as a medium to help you realize your objectives. An investment vehicle should only be selected after you have conducted an investigation of your goals and an analysis of how you can best achieve them.Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be thelast part of your financial process - not the first.Together, we will help you to identify your goals, analyze your risk profile, assess your needs, and establish a plan of action. Most importantly, we will monitor this action plan and help it evolve as changes in your life take place. Your world is not static; we will not let your plans be static either.Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that the needs of your loved ones are always met -- these are the goals and the very purpose of the existence of Generation III Solutions.
1. CONSULTATION -- DATA GATHERING
First, we ask questions and get a clear understanding of your circumstances and financial objectives. With our solid experience, knowledge, and dedication, you can be assured that we will understand your personal and business goals and translate them into customized solutions.
2. ANALYSIS -- COMPARING ALTERNATIVES
Our professionals take your input and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we leverage the knowledge of professionals who specialize in the areas of law, accounting, business valuation, and organizational development. This allows us to find solutions that are comprehensive and customized for you.
3. IMPLEMENTATION -- OFFERING SOLUTIONS
We understand that each person and each business is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.
4. REVIEW -- ANALYZING PERFORMANCE
Our relationship does not end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals in light of changes such as investment markets or tax law developments and we will recommend changes as appropriate. We pride ourselves on this commitment and look forward to strengthening our relationship with you over time.
- Are you a fiduciary in that you put your clients’ needs ahead of yours?
- How will you help me clearly understand my financial plan?
- How will you protect me from making a poor financial decision?
- What value do you bring to my financial life?
- What is the cost to work with you, and how do I pay you?
- What suite of services do you offer?
- What credentials qualify you to serve in the financial services industry?
- How often will we meet to review my financial plan?
- What is unique about how you serve your clients?
- What is your continuity of service plan?
We create strategies that are tailored to your needs and goals.
Since 1947, our family has helped guide clients through their life transitions; become a part of it.