We’re a small firm with big resources. We’re a family who loves what we do. At Botkin Family Wealth Management, you’ll never be passed on to a junior associate; you’ll work directly with us. When you call, we answer the phone. In today’s world where service gets sacrificed for the sake of efficiency, we’re pleased to offer you our personal touch.
At Financial Strategies Group, we focus on developing partnerships with our clients. Our firm is led by the husband-and-wife team of Hank Cleare and Kim DeProspero, who offer a distinct and valuable dynamic in financial planning services: a dual perspective.
Expect to have a different conversation with us than you might with some financial services firms. That’s because we recognize that life is about more than just your finances—it’s about your values and your vision for the future.
Success in financial planning hinges on building confidence and trust, and we want you to feel comfortable sharing important details with us.
Profit Resources Inc. (PRI) takes a personalized approach to strengthening profitability. For over 25 years, our team of experts have helped financial institutions improve their bottom line through a unique, hands-on approach that provides quantifiable, guaranteed results. From revenue enhancement to expense reduction, PRI directly impacts profits.
As part of our family of investors, you’ll have the comfort of knowing your success always come first. We invest in every project with you – so your risk is our risk, too.