Poole Financial Network is dedicated to providing investment management and strategic wealth planning to our clients. Our primary focus is to provide unbiased opinions that are designed to pursue long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client, so they can pursue their goals. Poole Financial Network does this with confidence, integrity and respect while always collaborating using a team approach. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, financial estate and social security laws in order to provide you with financial advice for your particular situation.