Financial Planning

Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.

Over Twenty Five Years of

Financial Planning Experience

Helping our clients achieve their financial goals requires more than prudently managing their assets. It requires an understanding of each client’s personal circumstances, long-term goals, values, and vision. Our fact-finding process helps us gain a clear understanding of the client’s current financial situation and investing goals. We then develop a comprehensive road map to guide the client toward those financial goals. Our planning process covers topics such as retirement planning, budgeting, saving, education planning, and legacy planning.

Our financial planning process provides our clients with their own blueprint for financial success. We perform an in-depth analysis to determine the optimal path forward, and we support our recommendations with portfolio modeling and simulation techniques. 

To create a financial plan of your own, contact us today and schedule a complimentary initial consultation with one of our experienced financial planners.

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