Skip to main content

Award Financial Group

  •  Tel: 916-685-1038
  •  Fax: 916-685-6938

Award Financial Group

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Overview
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

We are here to help you reach your goals 

Proactive Planning

for a solid future

Helping You

manage the changing face of life

  Previous   Next

    You are here

  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

Book a Meeting

Tell a Friend

9905 Sorrentino Dr
Elk Grove, CA
95757 United States

  •  Tel: 916-685-1038
  •  Fax: 916-685-6938
  •  bward@awardfinancialgroup.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Award Financial Group are not affiliated. 

This communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2025 Award Financial Group. All rights reserved.

Website Design For Financial Services Professionals