Preferred Financial Group

We are a group of dedicated professionals who share a common goal: to help individuals like you achieve their financial goals and secure their financial futures. Our mission is to provide personalized financial planning services that cater to your unique needs, goals, and aspirations. With our team of experts, we offer a wide range of services that are designed to help you navigate the complexities of the financial world.

Our Firms

We founded Preferred Financial Group, Preferred Wealth Management, and Preferred Group with the goal of creating a more personalized approach to financial planning. We believe that every individual is unique, and therefore, requires a tailor-made financial plan that reflects their individual needs, wants, and goals. Our team of experienced advisors works closely with you to understand your financial situation, your goals, and your objectives, and then designs a customized financial plan that is tailored to your specific needs.

Our Services

Our comprehensive services include:

• Retirement Planning: We help you create a retirement plan that reflects your vision of what retirement means to you, whether that's traveling, spending time with loved ones, or pursuing your hobbies.
• Financial Planning: Our team works with you to create a personalized financial plan that takes into account your financial goals, risk tolerance, and time horizon.
• Investment Strategies: We use our expertise to help you create an investment plan that is tailored to your individual needs and goals.
• Estate Planning: We help you create a plan for the distribution of your assets after you're gone, ensuring that your loved ones are taken care of.
• Tax Planning: Our team helps you minimize your tax liability and maximize your after-tax return.

Our Associates

We are proud to have a team of experienced and qualified professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:

• Ross Bonifield, President of Preferred Financial Group
• Nancy Schneider, Financial Advisor
• Nancy Bullock-Swanson, President of Preferred Wealth Management
• Jeffrey L. Zupancic, CEO of Preferred Financial Group, Preferred Wealth Management, and Preferred Group

Why Choose Us?

We believe that our team approach is the key to success in financial planning. By combining our expertise and experience, we provide a comprehensive and personalized approach to financial planning that is tailored to your individual needs and goals. We are committed to providing exceptional service, Clear and transparent communication, and a deep understanding of our clients' financial situations and goals.

Simplified Financial Planning

We understand that financial planning can be overwhelming, which is why we're committed to simplifying the process and making complex financial concepts clear and understandable. Our team of experts is dedicated to providing personalized service, accurate guidance, and exceptional results.

Contact Us

We invite you to learn more about our services and how we can help you achieve your financial goals. Call us today to schedule an appointment and start building a brighter financial future.