Our clients come from all walks of life, school-age to retiree, teacher to psychologist, union worker to high-energy plasma physicist. Because of this diversity, it is important that everyone’s financial plan suits their personal and family’s goals which allows clients to achieve whatever it is they want for their future. Having a financial plan is not about the investments themselves. After all, there is no shortage of investments and yet people are not financially secure. Financial planning is key. As a Certified Financial Planner™, we are educated and experienced to deal with the process itself. This will then dictate which investment vehicle will help us achieve the stated goal.
When we discuss Financial Planning, it encompasses everything from your checking account to debt, mortgage, and college, retirement, tax, and estate planning. In essence, we are your one-stop shop for all your financial needs.
“Those with financial plans accumulated nearly 250% more retirement savings than those without a financial plan in place.”
“Advice from a financial planner can add 29% more wealth through retirement”
“10 reasons why financial plans aren’t just for the 1%”
What is a Financial Planner, and do I need one?
6 Reasons You Need A Financial Plan