Your Financial Guide to Living Life WellAt Minsky Financial Group, LLC, we’re here to make sure you have everything you need to live life well, both now and in the future. We provide comprehensive financial planning for families and business owners to support their present values and their retirement goals. We know you have a life to live, which is why we want to make things simple for you. We’re committed to our education so we can provide the best service to our clients. We know that when you have an expert in your corner looking out for your needs, you can let go and stop worrying about where your future is headed. Our founder and principal is CFP® certified, which means he operates under high ethical standards - so you can rest assured that when we give you our advice, it's always done with your best interest in mind. Serving you at our fullest capacity means that you become our family. We genuinely care about your outcomes and your values, and we make it our personal goal to do what’s right for you one hundred percent of the time. You are never just a number to us, and one of the best things about our job is watching our clients’ families and businesses grow over time. At the end of the day, we want you to live life well—and we’re here to do whatever we can to make that happen. “We serve as a trusted resource to help you make confident, well informed decisions for your financial future. Our goal is to positively impact each of our client's lives.” Our MissionWe work with individuals, families and businesses helping them understand what they want to accomplish from a business and personal perspective. Once we have a proper understanding of our client’s circumstances, we create the necessary strategy and implement those needs to help them succeed now and in the future. We strive to give each client that peace of mind they desire regarding their financial picture. Minsky Financial Group, LLC is committed to developing strong, long-term relationships with clients, their families, businesses and advisors to provide the best possible service and solutions to them. We are committed to our families, employees and community because we believe when others succeed, we all do. The CFP® DifferenceWhen you work with a CFP®, you can rest assured that your best interests are being put above all else. We have a legal and moral obligation to act as a fiduciary – which means that everything we do is held to a high standard ethically and professionally. CFP® professionals undergo rigorous training to ensure their financial planning knowledge, skills, and experience are exceed industry standards. Code of EthicsA CFP® professional must:
Principal Knowledge TopicsThe educational curriculum includes 72 Principal Knowledge Topics under the categories below, as well as a comprehensive financial planning capstone course.
Community InvolvementGiving back and helping others are some of the core principles we live by and that guide us. Below are some of the organizations that we are proud to support and be involved with. Client LoginYour Personal Website
New York Life
Wealthscape Investor
American Funds
MFS Access
Envestnet
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