ABOUT US

Private Financial Group was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format.

Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Your Life Print FORMula, helps you pursue your financial independence.

Having developed and refined this proprietary process, some things have become clear …

At Private Financial Group, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.

We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, Your Life Print FORMula. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

  • Acquire and maintain a thorough understanding of your financial goals
  • Update your current financial information as your life unfolds and needs evolve
  • Carefully determine and monitor your investment risk and time-frame
  • Explain the implications of all recommended financial planning strategies
  • Update you as appropriate by appointment, email, mail and phone
  • Meet with you regularly to review your personal financial situation
  • Act as your primary financial advisor and steward of your financial future
  • Coordinate with other financial professionals when your plan requires it
  • Treat you with the utmost respect and professionalism
OUR TEAM

We aim to build long-term relationships based on mutual respect and trust. In order to achieve this, we need to understand your goals and mutually communicate our value proposition. Before we move forward with any client, we insist on a ``fit`` meeting to see if we are the right firm for you and equally important if you are the right client for our firm.

Peter Dobrich, H.B. COMM

Principal

Elsie Stojanovic

Director of Client Services

Kim Town

Executive Assistant

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