Welcome to Palmer Financial Consulting Group
Palmer Financial Consulting Group is an independent investment planning team with a mission. We are committed to our clients, and our clients’ success defines our success. We work with our clients to identify and develop a plan to help achieve their financial goals, and to manage personal and financial risk.
As wealth advisors, our team aids clients in many aspects of investment planning. Our focus is to work with our clients to set priorities and determine where we can provide the most value to clients toward achieving their goals. An appropriate plan is essential to planting the foundations for success. While sometimes plans are simple, many are complicated. We understand that every investor, family and situation is different, and we customize our work to help you achieve your personalized goals. It all depends on your family and financial structure.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your financial situation.
You may reach us at (909) 748-1583
for the opportunity to meet with us. Only then can we mutually determine whether our methodology, planning experience, and personalities are a match for you. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. We look forward to serving your wealth management needs.