Financial Freedom

Save more. Play more.

Together we will help get you where you want to be.

At Partners in Financial Planning, our long-term approach is centered on helping create a plan to invest in throughout life’s stages, tailor made for you.

Financial Freedom is for those clients that are further in their life’s journey and desire comprehensive fee-only financial planning designed to provide a varied array of complex services. These services will match your needs and goals over all the days and years of your life and the lives of those you love. As your financial planning partners, we want to provide the services to keep you secure during all phases of your life’s journey.

This service includes: Financial Freedom Sign

  • Goals Feasibility Analysis,
  • Insurance planning, including health, life, disability, long-term care, and liability
  • Retirement Cash Flow planning
  • Investment and Retirement planning
  • Estate planning (general recommendations as we aren’t attorneys)
  • College planning strategies
  • Investment Management – ongoing portfolio monitoring and rebalancing
  • Income Tax planning

Additional services we provide:

  • Tax Preparation (for an additional fee – see Tax Services)
  • Small Business consulting
  • Coordination with your other professional advisors such as attorneys, bankers, CPAs, and insurance agents
  • Referrals to other professional advisors as needed

As your financial planning partners, we want to provide the service to keep you secure during all phases of your life’s journey.

You dream it. We plan it. You live it.