Fee-Only FInancial Services

Planning and Consulting

A Better Approach Through Fiduciary Advice

Are you new to financial planning or investing? Do you need some direction? You may wonder about Roth conversions, when to take Social Security, or how to formulate tax-planning &/or estate-planning strategies with your CPA or attorney. You may have questions about what you own, what you owe and how they relate to your goals.

Contact us today, and we would love to help you create a plan that makes the most sense for your financial situation.

You are in need of personalized financial planning and consulting.
Here are a few benefits of this service:

Expert Guidance

We will provide expert guidance tailored to your specific financial situation and goals. We assess your current financial standing, analyze various factors such as retirement plans, social security options, and investment possibilities, and provide you with well-informed advice to help you make the best decisions for your future.

Time and Effort Savings

While you enjoy planning out your financial goals and managing investments, there may be occasions where seeking professional advice can save you time and effort. Instead of spending hours researching and trying to figure out the best course of action, you can consult with a financial advisor who already has the knowledge and expertise. This allows you to make more efficient use of your time and focus on other aspects of your financial planning or personal life.

Retirement Planning

Planning for retirement can be complex and overwhelming, especially with decisions regarding early retirement, Roth conversions, or Social Security. Our financial planning service can help you navigate these choices by providing comprehensive retirement planning strategies. This may include calculating your retirement savings needs, maximizing retirement account contributions, and optimizing your Social Security benefits to ensure a comfortable retirement.

Customized Financial Plan

Our financial planning service will create a personalized financial plan tailored to your specific circumstances and goals. This plan will serve as a roadmap to help you achieve financial success by addressing key areas such as budgeting, saving, investing, tax planning, and estate planning. By having a customized plan, you will have clear steps to follow and a greater understanding of how to manage your finances effectively.

Holistic Financial Approach

Our financial planning and consulting services take a holistic approach to your finances, considering all aspects of your financial life. This includes evaluating your current assets, liabilities, cash flow, and risk tolerance. By taking a comprehensive view, we can provide recommendations that align with your overall financial goals and priorities.

Peace of Mind

By utilizing our financial planning and consulting services, you can gain peace of mind knowing that you have a solid plan in place to guide you through financial complexities. Having expert guidance and a well-thought-out financial plan can alleviate stress and uncertainties, allowing you to focus on other important aspects of your life.

Overall, this financial planning service offers the convenience of professional advice, tailored solutions, time savings, objective perspective, and peace of mind to individuals who are already actively involved in managing their own finances but may require occasional professional assistance for specific financial matters. 

Contact us today for an introductory meeting and let us help you steward your finances well.


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