Long-term Financial Plan
You have long-term financial needs and goals. It can be difficult to focus on your goals while living your life. Our process helps you stay in the driver’s seat as you make progress toward your goals.
You need advisors you can trust. Our planners are trained, certified and held to high professional and ethical standards. Our team is composed of CFP® professionals, attorneys, a CPA and a CFA®.
Security & Peace of Mind
Protecting your personal and financial information is more important than ever. We take extra steps to ensure your information is securely handled and available to only you.
Amicus (literally, “friend“; plural, amici) – an impartial adviser, often voluntary, to a court of law in a particular case.
We Treat All of Our Clients As Friends.
Watch the video below to learn how the right financial advisor can help you improve your investment outcomes.
Who We Work With:
Who We Are:
Amicus Financial Advisors is a firm comprised of highly credentialed professionals dedicated to helping you accomplish your goals. We work together to create a tailored financial plan and provide you the support and guidance you need to reach your goals.
How to Get Started:
1. Schedule an Appointment
2. Meet for a No-cost Listening Session
3. Receive a Tailored Financial Plan
Many peoples’ lives become so complicated, they need a guide to help them get on track.
We help them develop and implement a personalized financial plan so they can experience
financial security and peace of mind.
Take our risk assessment quiz to find your Risk Score.
Answer a few questions about your future financial objectives to get started.
Every year, tens of thousands of people retire. Many are under-prepared while few are over-prepared. It's a big decision that requires a great deal of planning and preparation. Have you thought about how you are going to retire? What are the people around you doing to...read more
If your spouse passed away, you're eligible for Social Security Survivor Benefits. As long as you had been married for at least nine months (the nine month requirement is waived if you are taking care of the deceased spouse's child that’s under the age of 16). We...read more
Are You Ready To Invite Us On Your Journey?
Schedule a complimentary financial discovery session with us to learn more about the benefits of financial planning.