Our Services

Our thorough analysis of a client’s resources, circumstances, needs and goals is the basis for a customized financial plan and investment strategy.  Your personalized plan will be designed to address the goals and concerns most important to you, such as building toward a retirement, providing for your children's or grandchildren’s education, planning your legacy through a carefully designed estate, maximizing tax advantages, and selecting appropriate insurance policies.

 

The process of portfolio management is one of our strengths at the Camilleri Financial Group.  Using principles of asset allocation*, we design customized portfolios that combine stocks, bonds, mutual funds, and exchange-traded funds.  This blend of assets is geared to the individual client’s goals, risk tolerance, preferred time frame and stated investment objectives.  Our many years of experience and pooled market knowledge help provide you with sophisticated investment guidance and well-informed, thoroughly researched recommendations.  We continually monitor and review the components of your portfolio so that your asset allocation remains consistent with your stated objectives.

Managing financial risk is the core of contingency planning.  To help ensure that our clients are well-prepared for the unexpected – such as accidents, illness, or disability – we evaluate existing risk management strategies and, as needed, suggest insurance products for life, disability, and long-term care coverage.

 

Coordinating your financial plan with your accountant, attorney and other advisors is crucial.  We will work with other members of your team to ensure that all of your advisors are working together toward your goals, such as minimizing tax burdens and providing for your heirs.  Should you need additional expertise in a specialized area, we can draw on our extensive network of financial professionals.

 

Another important aspect of our role is assisting clients’ families with communication, planning, and role definition in regard to short- and long-term financial decisions.  We can help address critical issues like business succession, ongoing philanthropy, bequests, and the ongoing management of family wealth.  This valuable aspect of our service contributes to both the present and future stewardship of our clients’ assets.