One outcome of the COVID-19 pandemic: businesses and consumers alike grasp the importance of having a thorough financial plan in place for their future. Life insurance companies have seen major surges in applications since the start of the pandemic; people and corporations are paying closer attention to their retirement plans; and consumers, particularly high-net worth individuals and families, are storing up cash.
There’s a growing demand for professional advice on how to manage assets, plan for growth in an era of uncertainty and stay financially sound.
It’s this demand, particularly in Arizona, that’s led Financial Decisions (FinDec), a premier financial and retirement planning firm with offices in Northern California, to announce today a new FinDec office opening in Phoenix. It will accommodate new and existing clients in the area, along with serving the entire southern part of the U.S. from Southern California to Florida, including Las Vegas.
With over 10,000 participants, FinDec has $750 million in assets under management that is only predicted to grow in the coming years. The firm plans to hire a local team of financial advisors and support staff in the coming months.
The new office — the company’s third location and first outside of California — aims to create a welcoming and professional environment. Opening an office during a pandemic, FinDec has carefully created an environment where they can hold in-person meetings with clients from an appropriate distance, spacing out furniture, limiting the number of people in the office and adhering to local, state and national public health guidelines.
FinDec will offer clients individual wealth and risk management, financial planning, and insurance services. Additionally, FinDec will continue providing both third-party administrator (TPA) and recordkeeping services along with the consulting services and traditional service offerings they have delivered prior to this expansion and for more than 30 years.
“As we continue to expand our services across the country, we wanted to make sure we first take care of our existing clients that reside in the Arizona region,” said FinDec President and CEO Michael Lee, the visionary behind expanding the company’s reach in the area. “We are opening an office to ensure we can continue to provide the personal service clients are accustomed to. At the same time, we want to welcome new clients seeking a trusted local financial advisor.”
The new office is expected to generate additional opportunities for local talent as FinDec continues to grow and expand.
“Now is the perfect time to bring our innovative offering of financial solutions, both on the business and personal side, to one of the fastest growing metropolitan areas in the country,” said Evan Hartstein, Financial Advisor for the Southern United States Region for FinDec. “There is tremendous need for our retirement, investment, and insurance solutions. I am honored to serve my local community and beyond.”
In 1987, FinDec earned the trust of their first client. It was that trust that built the foundation the company stands on today. Serving a client network of over 10,000 participants and managing more than $750 million in assets, FinDec continues to operate under its core values of family, integrity, new ideas, determination, excellent service, and putting the client first. These values act as the compass guiding Financial Decisions to create financial freedom for all clients they serve. Learn more at FinDec.com.
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