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| Additional information |
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| Houlihan Financial Resource Group, Ltd. |
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Overview:
We are dedicated to helping clients meet their goals and objectives. In order to do this, we feel it is essential for us to get to know you very well. We use the financial planning process in collecting the important quantitative and qualitative data to help us analyze and evaluate your financial situation. Whether it is risk management, investment management, retirement planning, tax planning or estate planning, we work with you and your professional team to make certain the service we provide is of great value to you.
At Houlihan Financial Resource Group, we are committed to excellence:
excellence in service;
excellence in forming long term relationships;
excellence in performance;
excellence in comprehensive financial planning
We are problem solvers and opportunity generators. We believe that when you are proactive in looking at your future, it presents many more options for realizing your dreams. We want to be there with you, to hold your hand in times of need and to celebrate in times of joy. That’s our service...helping you to be successful.
At Houlihan Financial Resource Group, we are financial planners...with an important dedication. That dedication is to you and your financial goals. As your financial planner, it is our responsibility to design a personal financial plan tailored to meet your specific goals and objectives.
We call our approach Comprehensive Financial Planning because the plan we do for you is unique to your particular financial situation. Your goals and objectives are the focal point. The financial plan you receive is one that's been designed after a careful analysis of your needs and a detailed determination of your goals.
Our business is helping you solve financial puzzles...to put the pieces together and provide you with a comprehensive financial plan that will help you achieve your goals and objectives as efficiently as possible.
We do this: (1) by listening to your objectives and helping you define your goals; (2) by helping gather all the necessary documents for a complete inventory of your current financial position; (3) by analyzing and evaluating your current financial status; (4) by preparing a personal financial plan based on your goals and proven financial planning techniques; (5) by providing the means and assistance to properly implement our recommendations; and (6) by reviewing your plan at scheduled intervals to monitor your progress and modify when appropriate.
We will work with your attorney, accountant and other professional advisors to formulate, mold and implement your plan. We are available for regular review and update sessions. And that is important. Important because you receive a financial plan that works for you. That's our service...helping people achieve effective financial management. |
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History:
O
ver the years, we have been fortunate to be recognized by many publications for our contribution to our clients and to the financial planning profession. Patti was included in Mutual Funds Magazine’s lists in October 2001 (100 Great Financial Planners) and July/August 2002 (100 Top Advisors.) In 1994 and again in December 2002, Patti was also recognized by Washingtonian Magazine as an expert in financial advice. Worth Magazine has included Patti in their top advisor list for the past 5 years. Investment News recognized her as a contributor to the future of the financial service industry
Patti has served in many volunteer roles both within her community as well as her profession. She served as Chair of the 2000-2001 CFP™ Board of Governors, Chair of the 2001-2002 International CFP™ Council, Chair of the 1997 CFP™ Board of Practice Standards. She currently is a member of the TIAA-CREF Institute Financial Advisor Advisory Board. Patti was invited to be a Panelist for May, 2002 SEC Investor Summit and a Delegate to 2002 National Summit on Retirement Savings.
Having been a past adjunct professor for the College for Financial Planning at the George Washington University, Patti has taught investment planning and financial planning for more than 15 years and Co-authored the Dalton CFP™ Examination Review Case Exam Book. Patti is regularly quoted in publications such as New York Times, Washington Post, USA Today, Journal of Retirement Planning, Business Week, Newsweek, Mutual Funds Magazine, Journal of Financial Planning, Investment Advisor Magazine, Working Woman, Worth Magazine, Journal of Accountancy, Financial Advisor Magazine, Financial Planning Magazine, and Kiplinger`s Personal Finance Magazine. She assisted in the development and presentation of the weekly television series entitled The Washington Forum on Financial Planning and has been a guest on The Money Makers, Money Watch, a local Washington, D.C. television program and on USA Today on TV, a nationally syndicated series. She hosted the PBS series, The Financial Advisors. She has also written and narrated a financial planning video for The International Foundation of Employee Benefit Plans. |
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| Minimum Investable Assets:
$1 million |
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| Net Worth of largest client:
$20 million |
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| Asset Under Management:
$120 million |
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