Faughnan Financial Network Inc.

Description

• Faughnan Financial Network is a boutique planning organization composed of a team of experienced professionals. We utilize a Family Office Format, which simultaneously focuses on both Risk Management and Wealth Management. Because we believe every Family is a Family Business, our specialty assists clients in managing threats, fulfilling obligations and seizing opportunities. We also provide overview and guidance on cash flow, savings, protection, debt and wealth management. It is this macroeconomic approach that sets us apart. A team approach allows us to provide additional value to those interested in creating a plan. Those reviewing and expanding upon current plans will find our second opinion and attention to detail comforting and informative. Our services include a full personal review of all legal, insurance and investment documents (i.e. Wills, Trusts, Auto, Life, Home, Disability, Liability Umbrella and Investment/Retirement Accounts), as well as providing support for the implementation of possible improvement in all areas. As an authorized user of The Living Balance Sheet® which provides a platform that covers all facets of personal finance (i.e. offense and defense), with an encrypted website to organize and track all these moving parts in a simple yet detailed format.The encrypted system allows for in the cloud storage of any and all desired information, including legal documents, investment accounts and insurance policies. The 24/7 availability is a great asset in the event of an emergency, or for complex and detailed analysis. Faughnan Financial has been in business for 37 years helping Wall Street Executives, as well as those on Main Street, to organize and create long term exit strategies for retirement and lasting legacies. Our consultative approach and desire for long term relationships is a winning strategy for both our Clients and Faughnan Financial. info_faughnanfinancial@faughnanfinancial.com
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  Headquarters:120 Broadway , New York, New York, United States

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  Phone Number: +1 212-701-7900

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  Website: https://www.faughnanfinancial.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Faughnan Financial Network Inc.

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• |  NAICS Code: 524210  |

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