Fee-Only Wealth Management and Financial Planning firm. CFP® Professional and Fiduciary. We offer full investment management services, retirement planning and financial planning services to suit your needs and life goals. Our mission is "To build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. Inspiring individuals and families alike to take charge of their financial future, assign their assets a purpose and realize their financial goals with enthusiasm and passion. We plan to do this via the art of Financial Planning." As part of the XY Planning Network (XYPN), we proudly serve everyone in every stage of life, including Millennials, Gen Y, Gen X and Retirees! No matter your income level or asset level, you should have access to the art of financial planning.
The firm provides goal-based financial planning and asset management by an experienced portfolio manager who has attained the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications. Our financial planning process and asset management capabilities are suitable for high net worth and ultra-high net worth investors. We also work with foundations and are available for consulting on an hourly basis. Our fees are competitive while providing customized investment solutions and excellent service.
Helping Recently Widowed Women Find Financial Peace. Overwhelmed. That's the most common feeling I hear from recently widowed women. There are retirement accounts to change, legal decisions to make, insurance to deal with, and plenty of small details that seem to come from nowhere. You may not have any interest in becoming a financial expert, yet you may feel like you must in order to make the best decisions. If your spouse made the financial decisions, you may feel thrust into a new world at the same time your world has changed forever. It IS possible to have a trusted guide steer you through the financial chaos. Someone who understands you may not feel like constantly making decisions. Someone focused on helping you prioritize and understand the decisions you face. Someone who helps you figure out where you can live, how to handle your savings, and helping put you in a place where you feel financially OK.
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We are a fully independent fiduciary firm providing financial planning and investment management for individuals and small businesses.
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GH Financing is a leading Saas platform for setting businesses up to use our Lender match system for helping their customers get financing for products & services.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
