Who Are We?
Welcome to North American Financial
Our philosophy at North American Financial is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.
SEVEN-STEP EDUCATIONAL PROCESS
Identify lifetime objectives & strategies
Determine your risk profile
Understand all your options
Build your allocation model
Optimize your investment allocations
Identify tax reduction and catastrophic protection strategies
Schedule regular periodic reviews
Without good advice, everything goes wrong
IT TAKES CAREFUL PLANNING FOR THINGS TO GO RIGHT!
Financial
Our Team
Tom Falter
Founder and President of North American Financial LLC
Rick Prosser
Vice President
Connie Falter
Scheduling/Marketing
Tony Paolisso
New Business Processing, Administrative Assistant
Request a Call Back
Click on the button below to request a no-obligation, complimentary 15-Minute call with an Income Specialist affiliated with Sound Income Strategies.
