PainterFinancial's mission is to provide our clients with long-term financial planning services to allow them the freedom and independence to live a balanced and satisfied life.

Who Should Consider PainterFinancial?

• Individuals lacking the time, knowledge and inclination to do it themselves.
• Individuals who value professional money management* and an organized, structured and disciplined approach to their planning needs. Pre-retirees who have amassed a sizeable 401(k) and/or stock options, and need assistance with the retirement process.
• Individuals with above average income and/or assets.
• Individuals who feel their time is better spent pursuing family, social, philanthropic or personal health matters.
• Individuals needing specific technical advice such as estate planning, retirement decisions, wealth accumulation goals or philanthropic goals.
• Individuals who prefer a personable, independent firm for whom they are important clients.

*Lloyd Painter, investment advisory representative offers advisory services through Cambridge Investment Research, Inc. and offers full financial planning services through PainterFinancial, a registered investment adviser.  PainterFinancial and Cambridge are not affiliated.