Independent Financial Planning

"You must navigate by the stars - not the lights of each passing ship"

                                                                          --General Omar Bradley

Independent Wealth Planning and Guidance

  We help clients pursue their retirement goals through the proper management of their financial resources.

WHY FINANCIAL PLANNING MATTERS

People with a Comprehensive Financial Plan Feel More CONFIDENT about their Finances*

53%
Confidence Counter

53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.

26%
Confidence Counter

Only 26% of Non-Planner say they are very confident making good financial decisions.

People with a Comprehensive Financial Plan Feel More PREPARED about thier Finances*

58%

58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index Scores.

72%

72% of Comprehensive Planner say they are where they should be or are ahead of the game in their savings for emergencies.

70%

70% of Comprehensive Planners are on pace in saving for retirement.                        

51%

51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index Scores.

20%

Only 20% of Non-Planner have money saved for emergencies.

56%

56% of Non-Planners have nothing saved for any savings goal.

Quiz

What's the most important piece in building out a jigsaw puzzle?

Answer

A financial plan is a powerful tool- especially when it comes to retirement. We help create a solid financial plan that is tailored to your unique circumstances and individual goals. This is a thorough process and requires us to ask detailed questions to truly understand where you are, so we can design a  plan in order to get you to where you want to be.  We also realize that, like life, planning is an on-going process. A financial plan can give you piece of mind knowing that no matter what happens you are prepared.