Wealth Management Services
Your Way is Our Way
We invite you to experience a unique approach to managing your wealth—one that begins with asking questions and listening carefully to the answers, not making assumptions or trying to fit your needs into a boiler plate process found in many wire house firms, banks and insurance companies.
Our client-partners value our experience as approachable and trusted advisors who can provide:
- Sound ideas and recommendations aligned with your values
- Independent and objective advice
- Unbiased research
- The degree of control and assistance you desire
- A relationship built on integrity, strong communication and mutual respect
- Someone who understands that it is your life and your money
Our Process is Your Advantage
Our approach is designed to make a difference for you and your family—now and well into the future. It begins with a comprehensive discussion of your situation, challenges and objectives. As your Family CFO, we will not offer guidance before we fully understand you, your values, your comfort with the financial markets and other important factors that you share with us.
We then begin the process of plan design, implementation, monitoring and ongoing adjustment based on your needs. We advocate change for you when it is needed and identify new opportunities on the horizon. Throughout this recurring process we monitor your Return on Life®, an individually-defined measure of success that goes well beyond investment performance.
Our goal is to assist you in controlling your financial future on your terms. Many of our clients hire us to actively manage all aspects of their financial lives due to a lack of time, inclination or the skills to do it themselves. With your authorization, as your Family CFO, we can make all or specific adjustments on your behalf, depending on how you decide to empower us. You control your destiny.
We invite you to Contact Us today to discuss how we can help you achieve your specific goals and spend more time enjoying the life you've built.
Awareness makes opportunity visible!
Learn more about Planned Financial's Wealth Management Services:
Schedule A Consultation
Whether you're seeking to establish a new relationship with an advisor who puts your interests first, or are simply seeking a second opinion, we will always welcome your inquiries. Schedule a consultation with one of our advisors today.Schedule