Excalibur Financial Services, LLC Email Format

Financial ServicesFlorida, United States0-1 Employees

We provide financial services to the affluent, which includes business owners, executives, medical professionals and retirees. Many clients have a of team advisors, including CPA’s, attorneys, bankers, investment and insurance brokers. We have found, however, no matter how much work has been done, there are almost always opportunities for financial gain, and tax savings. Our customized financial solutions are designed to help you make the most of your income and assets. No one person has an exclusive patent on good ideas. Our clients have entrusted us with hundreds of millions of their capital, which we invest across a broad spectrum of traditional and alternative investments. Excalibur Financial Services believes that planning for financial success includes applying core investment principles — portfolio diversification, risk management and disciplined long-term investing. Our team takes a disciplined approach to investing, using a rigorous research process to find the highest quality investments to meet clients’ needs. Our managers use sophisticated diversification and asset allocation strategies to help clients plan for long term investment success. Having the right solutions available at the right time is essential to achieving financial success – we provide comprehensive asset management products and services to help clients protect wealth and capitalize on growth opportunities and meet their financial goals at every stage. Whether the goal is to meet accumulation objectives, plan for transitions or retirement or find wealth transfer options to secure assets, we offer solutions that can meet any personal or business goals. So as to get the best possible results for your specified risk and return needs. There are five steps in our customized solutions: Analyze your current position Plan a diversified portfolio based on your needs Formalize the investment policy Implement strategy Monitor and supervise your portfolio

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