Planning + Advice
Queensbury Group’s diverse services can be segmented into two areas of planning and ongoing advice.* Both are important aspects of creating a financial plan that is finely tuned to an individual client’s needs and concerns.
The planning process starts with a statement showing existing income streams and assets. Emphasis is placed upon tax planning in order to maximize cash flow and to improve discretionary income.
*Planning and ongoing advice services conducted by your advisor are provided through Queensbury Securities, Queensbury Insurance and/or your advisor’s other business activities.