Broker Check

Financial Planning

Pete and Lee Peters with financial planning client

Client Centered


Financial planning looks at every aspect of your financial life. This is how we determine how to best achieve your Retirement, Investment, Estate, and Risk Management goals. As expert fiduciary advisors, we will work with you to determine which plan is best for you based on your specific needs.

According to reports from CNBC, 75% of Americans go it alone, without the help of a financial advisor. Another survey suggests that 60% of Americans live paycheck to paycheck and that only about 25% have a written financial plan. Almost half of the people without a written financial plan believe that they don't have enough money to warrant one. And that couldn't be further from the truth.

A good financial advisor and a written financial plan encourage greater fiscal responsibility and improve money habits – in the same way that good coaches encourage discipline and performance from their players.

It's true that learning as much as possible about wealth management is a worthy aspiration. But what doesn't follow is the assertion that everyone can go it alone. A lot of folks lack the time, the expertise and the inclination to fly solo on personal finance. The more you know about your money, the better off your decision-making. Our fiduciary advisors have the experience and knowledge to help you with things like:

  • The ins and outs of college funding
  • Wealth management
  • Investing
  • Avoiding scams
  • Alternative investments
  • Understanding 401(k)s 
  • Income strategies
  • Handling debt
  • Picking mutual funds
  • Investing in private companies
  • Talking about money with your spouse
  • How to prevent emotions from skewing financial decisions