Eli Rappaport
vice president, financial planner at Premier Financial - Strand Street Tralee, N/A, ie
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Premier Financial
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At Premier Financial, we understand People are busy today, and finding time to plan their investments in a structured way is difficult. So we take away this burden. Our goal is to enable our clients to achieve their investment objectives through structured planning and careful management of their financial resources. We ensure that we always present plans to them in a simplified way that they can understand and appreciate. When a client receives a plan this is only the starting point. A bigger challenge is keeping the plan on track, and reacting as circumstances change. At Premier we place as much importance on the review of a client's plan as we do on the development of the plan. Our measure of success is simple. Do our clients achieve their investment objectives, within the defined risk parameters that they identified for themselves?