At The Giles Financial Group, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example, What are the best strategies for corporations to: Prepare for leadership and financial contingencies? Balance cost and appreciation of fringe benefits? Maximize the value of retirement plan benefits? Combat erosion of executive benefits? Liquidate corporate owned life insurance policies for more than their cash surrender values? What are the best strategies for family businesses to: Secure the best future for the companies they have built? What are the best strategies for affluent individuals to: Protect financial achievement and assure long term goals? Sell their old life insurance policies instead of surrendering them? What are the best strategies for affluent families to: Control the value of their legacy over generations? We can help you get the answers you need The Giles Financial Group- The Decision Process