Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/1313443
December 2020 FINANCIAL ADVISORS s p e c i a l a d v e r t i s i n g s e c t i o n " O U R G O A L I S S I M P L E : W E H E L P YO U C R E AT E , NOBLE FINANCIAL GROUP e believe that building your wealth and managing it are long- term strategies that require looking at the big picture and then planning for it. No matter what your goals are, we provide personal, face-to-face financial guidance, and lots of it, all backed by cutting- edge tools and strategies that are tailored just for you, your family, and your business. At Noble Financial Group, we make five core commitments to our clients: 1. Good Service and Good People You'll hear other firms say it, but we've built our entire practice around it. Experience counts, and only experienced financial professionals know just how important your investments and insurance policies are to you and your family. We value service. We treat our clients like family and give their businesses the same attention we give to our own. 2. Regular Communications Staying in touch is the key to staying on top of life changes that impact your financial plan. We will communicate frequently to keep you on track to meet your goals. We'll also keep you informed of relevant market activity and your account status through mail, email, newsletters, webinars, zoom conferences, our website, and personal phone contact. 3. Attentive Portfolio Management We establish targets for every account and closely monitor portfolios to stay in line with established objectives. We encourage, at a minimum, an annual formal review and provide multiple check-in contacts throughout the year. 4. Account Access and Support All our account options offer online viewing access, and we encourage our clients to take advantage of this option. Our team is always there to help you set up, navigate, and make the best of our online tools. CERTIFIED FINANCIAL PLANNER™ practitioner 781-876-4190 301 Edgewater Place, Suite 200 Wakefield, MA noblefinancialgroupllc.com LUCAS J. NOBLE , CFP®, ChFC®, CASL®, AEP® W The Noble Financial Group Difference We've built an entire team of skilled and experienced professionals committed to helping individuals, families, and businesses achieve real financial independence—even in times like these. No matter where you are in the process of building and managing your wealth, we'll help you coordinate, consolidate, and simplify your finances to make that happen. A C C U M U L AT E , A N D P R E S E R V E YO U R W E A LT H 5. Custom Advice, Fiduciary Standard Our engagements begin with a comprehensive financial plan which allows us to develop recommendations that are laser-focused on each client's individual circumstances and needs. At the conclusion of the initial planning process, you will have a crystal clear picture of where you are today, customized recommendations to move your plan forward, and all the support needed to act on these recommendations. We provide a full array of comprehensive financial services, starting with a complimentary initial consultation. So, what are your financial goals?