Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
What We Do
As a Certified Financial Planner™ professional and a Certified Public Accountant, guiding individuals, families and small businesses through the challenging investment maze toward achieving their objectives, and dreams is what we do. We also encourage planning and strategies for clients to maximize their wealth in dealing with estates, taxes, income, and social security.
Our client investments are generally held in a fee-only, fiduciary managed portfolio. We often handle a 401k, or lump-sum rollover, or an inheritance going through probate. Many times we can develop custom investment portfolios with lower costs than the big name national brokerage houses, because we have access to lower fee (institutional) mutual funds and ETF shares.
At Financial Plan Advisors, our expertise is knowing the integral elements necessary for working toward achieving financial success. We monitor the investment climate and sift through the complicated issues to find opportunities for income and appreciation, while recognizing the importance of avoiding major risks. We maintain our independence and objectivity because we do not offer proprietary products. Our method of fiduciary advice achieves financial success through managing resources, prioritizing objectives and investing with a disciplined approach to meet long-term goals.
