Services
Comprehensive Financial Solutions, Tailored for You.
At Palmer Financial Group, we offer a full range of financial services including:
- Investment Management
- Tax Planning & Strategies
- Retirement Planning
- Estate Planning
All of our offerings are designed to meet your needs at every stage of life. Here’s how we can help:
Building Your Financial Future
Developing your financial future starts with a solid foundation—and at Palmer Financial Group, we’re here to help you build it. With decades of experience across every area of financial planning, along with a trusted network of specialized professionals, we bring together the knowledge and resources to move you closer to your goals.
Whether you’re starting fresh or revisiting work you’ve done with other advisors, there’s a place for you here. We’re happy to review your current financial foundation and provide guidance or create a comprehensive, personalized strategy from scratch. Whatever your starting point, we’re here to make your financial future clear, achievable, and secure.
"The degree to which Mark dedicates himself to understanding both our family lives and our lives as business owners is something we haven't found anywhere else. Having been by our side for over fifteen years, he has helped us financially navigate pension issues, corporate tax planning for multiple businesses and a host of life changes. He works with most of our family members too, so he has an in-depth understanding of our core values and goals for the future. Mark is there whenever we need him, at a moment's notice, and puts our mind at ease through complicated financial situations and important decisions."
Luke & Roberta Kilpatrick
Investment Management
Your investments should work as hard as you do. That’s why we take the time to get to know you—your goals, your timeline, and your comfort with risk. Using this information, we craft an investment strategy designed to fit your life and help you achieve long-term growth.
But our work doesn’t stop there. Once your investment plan is in place, we actively monitor opportunities and adjust as needed, ensuring your portfolio evolves with you.
Our investment philosophy is intentionally conservative. We build portfolios aligned with your individual risk profile, prioritizing steady, long-term growth without unnecessary risk. This approach lets you sleep soundly at night, knowing your investments are exactly where they need to be.
Protecting Your Estate
Let’s face it: life guarantees two things—death and taxes. But what happens to the wealth you’ve worked so hard to build? At Palmer Financial Group, we’re here to make sure your legacy is protected and passed on according to your wishes.
We take the time to understand your goals, ensuring your assets and beneficiaries are cared for. From minimizing taxes to simplifying probate, our estate planning services are designed to make the process as smooth as possible. The result? More of your assets stay in the hands of the people you love, with a clear plan in place for the future.
At Palmer Financial Group, we believe financial planning is about more than numbers—it’s about building trust, creating relationships, and ensuring every piece of your financial life works seamlessly together. Let us help you build a future you can feel confident about.
"When I left my union job to start my own business a few years ago, that meant I needed to reinvest my pension to a private plan. This was very unfamiliar territory for me and I was understandably nervous. Mark helped me through the process and has ensured that my future is safe and secure, even in these uncertain times. Knowledgeable, professional, and always available, Mark has been amazing in keeping my investments strong and growing for my retirement."