Comprehensive Financial Planning

Amicus Financial Advisors, LLP believes in comprehensive financial planning. We spend the time necessary upfront to get to know you and what is important to you in life. We familiarize ourselves with every aspect of your financial life and then analyze and integrate this information into a financial plan. This plan will include smart strategies to meet your goals by reducing risk, increasing investment returns, and using sensible ways to save money on insurance, taxes and expenses.

During this process, we go at your pace, never pushing or selling. Your goals become our goals, and our success depends on the degree of financial peace you feel as you progress toward your milestones. We recognize the honor of being entrusted with your personal information and your family’s financial future. We find joy in helping you achieve financial freedom so that you can enjoy all that life has to offer, worry-free.

  • Retirement Planning
  • Retirement Income Distribution Planning
  • Investment Planning
  • Investment Management
  • Cash Flow Planning
  • Risk Management
  • Insurance Planning
  • Tax Planning
  • Estate Planning
  • Education Planning
 

Quick Answers

How does Amicus differ from other financial advisors?

We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with the legal obligation to do what is in the best interest of that company).

We do NOT accept commissions on any mutual funds or exchange traded funds used within our clients’ investment portfolios, absolving us from an inherent conflict of interest to which most financial advisors are subject. Clients receive only objective, unbiased advice from us.

We use a comprehensive and holistic approach to financial planning.

We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long-term. Instead, we focus on the tried and proven strategy of creating and adhering to a disciplined investment strategy and striving for long-term rates of return that will allow our clients to meet their goals, while minimizing risk as much as is possible.

Our firm is made up of JDs, CPAs, and CFP® professionals – one of the most highly educated and credentialed firms in the country with over 90% of our planners having university degrees specifically in Personal Financial Planning.

As an independent firm, we have access to the entire universe of investments, allowing us to invest our clients’ money in the best mutual funds and exchange traded funds in the world.

We have long-term relationships with our clients and always remain committed to adjusting their financial plan as their goals and circumstances in life evolve.

We measure our own success by our clients’ success in achieving their goals in life.

 

 

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What does “Amicus” mean?
Amicus is a Latin word meaning friend. We chose the name to convey the close and trusted relationship that we hope to earn from each of our clients. More ...
How do we get started?
Call us at 888-8AMICUS or email us at amicus@amicusadvisors.com to schedule a meeting. During that phone call we will assign you a password and user identification number so that you can access some forms from this site. Remember that the initial consultation is free. More ...
What is comprehensive financial planning?
Financial planning is comprehensive when it looks at every aspect of your finances and integrates them into an overall plan that acts as a blueprint as you manage your finances. A comprehensive plan is built on the foundation of your goals. Life is full of financial decisions and a strategic plan to accomplish your goals is necessary in order to efficiently navigate them. Financial planners focus on your goals, objectives, priorities and values - the big picture of your financial life. More ...
Is there a charge for an initial meeting?
Amicus does not charge any fees to prospective clients until they actually decide to become clients.  We want you to be comfortable with our approach and service offerings.  We understand that there is a decision and thought process. In some instances it has taken as many as three meetings and often includes a few phone calls to clarify points of our service, before a client comes on board. More ...

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