ABOUT US
Your financial advisory needs are unique.
Most people can get financial services “off the shelf” but your business or medical practice requires personalized plans, forward-thinking strategies and money-saving products. Connect Advisory Group understands the details of your situation, and anticipates your solutions.
Have you been frustrated with financial plans missing the mark, not looking for money-saving products or not working directly with your CPA?
We get it.
We have the solutions, and we do it with connection at our core.
Who We Are
We are a full-service financial planning group specifically positioned for business owners and medical professionals with their own practices. We understand the unique challenges that come with your financial planning, and have a process and products to service your needs.
Client Centered
You come first. We customize our services to directly impact your bottom line and growing wealth.
Unique Programs
We have unique programs that might save you money, and we can connect directly with your CPA to discuss them.
Guaranteed Loyalty
Your time comes at a premium. We make meetings work for you, even connecting on the tennis court or golf course.