Our Approach
Our Approach
Our Planning Approach is both an educational experience and a fundamental hands on process for our clients. When you combine our vast experience, proper planning, and powerful software; the most complex of issues become easy tasks.
At Limerick Financial Group, LLC. we are a “Financial Planning and Investment Management Company”. Our primary goal – to lay out a clear objective path and process with goals through proper planning which includes protecting our clients and their investments from the erosion of market losses, inflation, taxes, and whatever uncertainty life throws at them.
The majority of our clients are pre-retiree’s or already retired. They know the value of a dollar and how hard it is to accumulate funds. They are looking for Financial Plans that manage expectations. They want consistent growth and managed risk. That is the objective of everything we do at Limerick Financial Group. Our investment approach relies on proprietary technical analysis and risk management tools, developed by Limerick Financial Group founder Charles E. Falco Jr., that assist us in determining where to invest to our clients' best advantage.