Our Teamwork Makes Your Dreams Work                  

Holistic Financial Planning

Here at Empire Financial we are a holistic, community based, family business. What does that mean for you? Put simply, it means are the swiss army knife of financial planning. Together, Beneta, Don, and Alexis have over 70 years of financial experience helping their clients to not only retire comfortably but live happily with the money they have now. We work primarily with community leaders such as; Doctors, Teachers, Professors, Firefighters, Business Owners, and anyone who wants the flexibility of a custom, tactically managed portfolio, with boutique client experience.

We provide a substantial number of services from our own expertise (which you can learn more about here), but if your particular need falls out of our purview, we have people who we work with that are seasoned professionals with whom we have developed a close working relationship over the years. Each one is a specialist in their field and they are reputable, dependable and professional.  We save you the time and hassle of searching for someone to serve your financial needs that is qualified and charges a reasonable fee for their services. 

This also allows us to work together with them to make sure that all your financial needs and services are coordinated for your maximum financial benefit.  It works out quite well for our clients when everyone concerned with their financial well being are working together instead of against each other.  Doesn't one stop shopping make sense for you?

If you would like to set up a short phone appointment to discuss your portfolio click here to add yourself to our calendar. We look forward to hearing from you!