The Personal Economics Group was created to bring an economics based approach to helping clients with financial decisions using a state of the art strategic approach. We wanted to have the ability to teach our clients how money works before we engaged in where it should go. It is important to understand the “how” of deploying capital first and only then should the focus be on the “where”.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.
Contact: David Taylor