|About||A collective of financial experience|
You and your company are unique. Our approach to your wealth optimization must also be unique. Wealth is not stocks, bonds, mutual funds, CDs or money markets. These mediums of exchange simply provide storage lockers for your capital. They are representations of abundance, but their real value only materializes once they are converted into lifestyle.
Sometimes these conversions are not by choice. Sometimes they are forced upon us. Whether it is by choice or by chance when either event occurs it is crucial that your resources be deployed effectively and that your overall plan continues without interruption.
This means that the dialogue must change from a discussion of asset storage to a discussion of prosperity. During this discussion our goals in regards to lifestyle assurance, estate significance, philanthropic goals, and lasting generational wealth are realized and prioritized.
Our role is to facilitate this change of conversation and then listen.
The work you have done and the work we do on your behalf is not the work of a day; it’s the work of a lifetime. This requires a lifetime relationship. A lifetime relationship is the commitment we make to you, your family, and your business. Our commitment extends into the processes, strategies and tools we bring to the table; powerful resources relevant to your situation.
Strong, enduring relationships and providing our clients with the right resources are the foundation of our success. For over 100 years it’s been the philosophy of our parent company Foster Klima and it continues today with The Partner’s Group.
|Products||Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). (920 Second Avenue South, Suite 1100, Minneapols, MN 55402) Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor (612-746-2200). Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. The Partners Group and Foster Klima, Inc. are not affiliates or subsidiaries of PAS or Guardian. PAS is a member FINRA (www.finra.org), SIPC (www.sipc.org) "Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.|