About You
Most of our clients previously never worked with a financial planner. They, like most Americans, had not been able to afford advice that didn't come from a salesperson, or didn't want to turn their financial affairs over to a "wealth manager."
Our clients desire instruction, guidance, or even just confirmation of what they already think from a caring, competent financial advisor with no ax to grind.
Financial Planning Services works with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on an as-needed basis. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have —Financial Planning Services can help you meet your goals and build peace of mind.
Your questions may include:
- Is my money going to last as long as I do?
- How can I help my children afford college?
- Are we saving enough to enjoy a reasonable retirement
- How much life insurance do we really need?
- Does this money stuff really have to be so complicated?
- Are my investments appropriate for my goals and risk tolerance?
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Who We Are