Helping People Make Better Financial Decisions

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Comprehensive financial plans

People may need more than just a conventional financial or retirement plan. You might want help planning for, and prudently addressing all life events. Our comprehensive financial plans cover everything from running a business, planning for a child’s education, preparing for retirement, or creating a plan for your estate. We also address potential events that can drastically alter your long-term financial security. During the process, we provide in-depth analysis of your financial life so we can meet all of your financial goals.

Financial Planning

Whether your focus is preserving principal, maximizing income or wealth accumulation, we carefully design a strategy to help you achieve your long-term financial goals.

Insurance Planning

Our firm takes pride in building comprehensive insurance plans that integrate all aspects of our clients’ financial picture, providing the protection you, your business, and your family needs.

Investment Planning

When building a balanced investment portfolio, there are many key factors to consider. We take the guess work out of the equation and focus on the right amount of diversification and exposure.

Insurance Service

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Taxes Planning

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Business Planning

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About Us

Classic Financial provides investors custom-tailored investment strategies to meet short and long term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.

CEO 

We Know Finance Better

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Years Experience

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Expert Team

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Worldwide Client

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24/7 Full Support

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Let's See How We Can Help You

Building Relationships Through Honesty, Integrity and Service

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years of combined experience
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Satisfied Clients
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Contracted Insurance Carriers

What Our Clients Say

Thomas Gridd Manager

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Alan Houston Employee

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Ricky Franses Company CEO

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Meet Our Experts

Alan Houston

Company CEO

Damian Kings

Marketing

Amanda Park

Manager

Mark Thomson

Call Support

Articles

Tax-Smart Financial Strategies: Maximize Your Refund (or Minimize What You Owe)

Tax-Smart Financial Strategies: Maximize Your Refund (or Minimize What You Owe)

Navigating the treacherous waters of tax season can feel akin to…

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