At Pradel Financial Group, we take a vested interest in your life, work, goals, and aspirations to provide you with the personalized care you deserve, and to deliver a comprehensive financial plan designed to meet your individual needs. We work with a select number of clients to remain accessible and offer focused support that never loses sight of the big picture. In addition, we specialize in understanding executive compensation packages and can help you implement a strategy if a single stock dominates your portfolio.
We take the time to get to know you, so we can deliver the right solutions to help you realize the future you’ve imagined.
Whether you have an immediate need that includes concentrated stock, or you’re looking for a long-term plan, we can help.
Our process is designed to ensure that we’re the right fit for you, so we can work with you now, and as your situation changes.
We’d love to discuss how we can work together to meet your financial goals.Please reach out to learn more about us and find out how we can help!