With nearly four decades of experience within the financial services industry, The Honan Group has retained a solid reputation built on trust, integrity, and success. We utilize a collaborative process that helps maximize a Client's potential for meeting life goals through Financial Advice that integrates relevant elements of the his/her personal and financial circumstances.
Relevant elements of personal and financial circumstances vary from Client to Client, and may include the Client's need or desire to: develop goals, be educated on personal financial planning topics, manage assets and liabilities, manage cash flow, identify and manage risks, identify and manage the financial effect of health considerations, provide for educational needs, achieve financial security, preserve or increase wealth, identify tax considerations, prepare for retirement, pursue philanthropic interest, and address estate and legacy matters.
There are many reasons why the majority of our clients are referral based. Contact us to discover how we can be of service to you, your family or your business.