Group Retirement Plans
Preisz Financial is passionately committed to providing each employee with a plan for pursuing a financially independent Retirement. Every action we take is guided by this belief. Our service begins at the plan level. By using our best practices, trustees can seek to: Reduce or Eliminate Investment...
Planning
FINANCIAL PLANNING Individual Planning Our financial planning process helps you clarify and refine your goals, develop a step-by-step plan for working toward those goals and track your progress over time. Our team includes several CERTIFIED FINANCIAL PLANNER™ professionals who have the knowledge...
Investment Management
With our knowledge, expertise, and professional resources, we can help you create and maintain investment portfolios appropriate for your goals, risk profile and time horizon. Following the efficient market theory of investing, our core investment principles include: Markets work Security investment...
Meet Our Team
President & Founder
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Chief Investment Officer, Shareholder
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Director, Retirement Plan Services, Shareholder
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Group Benefits Manager
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CERTIFIED FINANCIAL PLANNER™, Financial Advisor
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CERTIFIED FINANCIAL PLANNER™ , Financial Advisor
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CERTIFIED FINANCIAL PLANNER™, Financial Advisor
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Financial Advisor
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Advisor Support Specialist
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Latest Blogs
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
