SIMPLE VALUE #1
The client’s interests come first, EVERY time. Treat clients as if they are family.
SIMPLE VALUE #2
Become an expert, so that our clients don’t have to be, so we can do the best job possible.
It’s more than our Company motto. It’s the goal we set to achieve for each of our client relationships. There is no such thing as a retirement plan that’s right for everyone. While all our clients want to maintain their lifestyles through their retirements, every individual’s needs are different. We consider every aspect of each client’s financial situation, paying careful attention to taxes and fixed expenses, before recommending any specific investments. It is important not only that our clients achieve their financial goals, but that they have the confidence in their security to enjoy their retirement years. To Retire Better, we believe it’s the challenge that all financial planners should help their clients achieve.
What We Do for People
Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility …
What We Do for Businesses
In addition to individual retirement planning, we offer expertise in business planning, helping companies choose the most cost-effective retirement plan solutions with the best investment choices for their employees. …
That Proctor Feeling
Our client-focused values have created an unusually close-knit community between Proctor Financial employees and our clients. We believe it is our common goals that unite us. We know that this community is built upon our belief …
If you’re interested in working closely with capable
and client-focused financial planners, we’d like to hear from you.