How Financial Planning Provides You With Direction and Clarity
Every family has savings goals: college for the children, a down payment on a vacation home, but at the very least, a secure and comfortable retirement! In today's world, so many of us are wondering if our current efforts are enough to achieve those goals. It is a daunting task to try to define a complete strategy on your own, where the fear of failure can leave many in “analysis paralysis”. Whatever your situation, our team is here to help!
The advice we share through our process is customized for you. There is no one-size-fits-all approach that works for everyone and your plan should be unique, just as you are! We believe through educating our clients, they are able make informed choices that can change their world. Our process has been refined over two decades through innovation and adaptation.
Our process includes:
- Working in a fiduciary capacity with our clients and putting your best interests first
- Financial education around your current situation
- Your overall probability of success in achieving your goals
- A personalized roadmap with our recommendations to best reach your goals
- Other insights using a combination of analytical and interpretive analysis
- Plan implementation to make the necessary changes - we do not leave you to figure it out on your own
We do not believe in “cookie-cutter” investment portfolios, only personalized financial advice and customized planning to help you achieve your goals in the most efficient manner possible. We are looking forward to working with you and cannot wait to help you through your financial planning journey. While most folks have heard the phrase "knowledge is power", in our world we like to say, "Advice is Power!"
Meet the advisors on our team
"The learning that occurs in the planning process provides you with a level of commitment and understanding that will last a lifetime. Take the time to change your life by starting today."
- Jason E. Richert, CRPC®
"You cannot make decisions on things you are unaware of. By navigating through the planning process, you will be able to make fully informed choices about achieving your goals."
- Mark Serafini
When you work with our team, you benefit from all of our collective experience and the support of our knowledgeable client service staff.
New Business Coordinator
"Our team delivers tremendous value to our clients by ensuring everyone involved is engaged and aligned with the client's goals. I value the teamwork and camaraderie that is established between us and our clients in the course of our ongoing planning."
Our entire team is committed to listening to your goals, hopes, dreams, and fears; ensuring that your specific needs are captured and defined as part of the planning process.
If you are looking for:
- Direction around how much you need to be saving
- What kind of return you need in your portfolio
- Generating a holistic financial plan with a team of licensed advisors
- Guidance and advice based on what matters to you the most
Today is the day you can begin your journey to clarity.
"Through planning, I get to learn about our client's lives and experiences while cultivating long-lasting relationships as a trusted partner and guide. By collaborating together, your success is our goal."
To begin your journey, it starts with an introductory Clarity Call.
This initial call will allow us an an opportunity to understand your situation and desires, assess if you can derive real value out of the process, and discuss costs as they pertain to your scenario. We can properly guide you down your path to financial awareness and set a course to achieve your goals once we both agree that this is the right course of action for you.