NOTE:  While our offices are closed, individual consultations will be performed over the phone instead of in person.

Who Needs a Financial Plan?

Financial Plans aren’t just for people who have a lot of money. Have you ever found yourself frustrated or overwhelmed when taking care of your finances? Do you have people that count on you, like a significant other or parents or kids? If so, then you need a financial plan.

Your financial plan will be prepared by one of our Certified Financial Planner™ professionals who are salaried and do not sell or recommend any products.  In this way, they are impartial and unbiased.  Certified Financial Planner™ professionals abide by the Code of Ethics of the Certified Financial Planners Board of Standards that mandates that their concern is only that of their clients.