Financial Planning Services LTD

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?
We help clients answer these kinds of questions every day.
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