Targeted Financial Services is an independent, full-service financial and insurance firm whose advisors specialize in recognizing and fulfilling the investment and estate needs of high-net worth individuals. Our mission is to build long-term relationships with our clients through trust, honesty and professional integrity.
Since the organization's inception in 1999, Targeted Financial Services' goal has been to identify our clients financial and estate needs, formulate comprehensive strategies and implement and monitor the progress of those techniques. The partners' professional experiences enable them to provide extensive knowledge in the investment, insurance and estate planning fields.
As investment advisors, the partners of Targeted Financial Services have a mission to offer a rare blend of knowledge, economic analysis and old-fashioned common sense to achieve our clients' objectives.
Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to their clients. The relationship summary contains important information about our firm. Please see the attached pdf.
The Disclosure Brochure provides information about our firm, including a description of our programs, fees, conflicts of interest, and other business activities. To view our disclosure brochure, please see the attached.