Welcome to

Page Financial Advisors, Inc.

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients manage all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are: 

• Retirement planning - to design an investment strategy to help you manage all of your retirement goals
• Estate planning - for preservation of wealth from generation to generation
• Long-term care - to ensure that you and your heirs are well cared-for
• Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
• College Planning-to give your kids a good head start
• Insurance Planning-to secure your family's future needs

If this method of managing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.