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We provide "Sleep Well at Night," fee-only wealth management for both individual and corporate clients throughout the United States utilizing private, institutional money managers - the same managers who oversee billions for many Fortune 500 companies and institutions. When applicable, we also utilize low-cost, no-load mutual funds including Index funds and ETFs. We specialize in comprehensive financial planning including retirement and estate planning, wealth management, charitable giving, and sophisticated, tax-reduction strategies utilized by the wealthy. In addition, we bring you a network of professionals including tax specialists and estate planning attorneys. This means that through us you will have access to a qualified, experienced advisory team.
When it comes to service, you are not just a number in a computer, you will know you are extremely important and appreciated. Providing exemplary service is perhaps the most important aspect of our success and why our client retention is so remarkably high. With this in mind, we always go the extra mile to provide you with the personal, hands-on service you want and deserve. We believe that "everything speaks." Even the smallest details speak volumes about a company and their dedication to developing a personal relationship with clients - a relationship where clients feel very special. We understand that trust and confidence are the most important factors in our relationship with you. Whether it's ongoing communication through our newsletter, monthly statements, detailed portfolio reviews, annual client events, or a thinking-of-you note, all are equally important. When it comes to service, we realize that if we don't take good care of you, someone else will.
So what makes ISI Financial Group unique? Knowing that we look after you and your family as we do our own, so you really can "Sleep Well at Night."
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