Financial Planning
Fee-Only Financial Planning
At Financial Service Group our approach to financial planning is clear with no hidden details or confusing language. We take the worry out of your financial well-being so you can give your attention to all the other aspects of your life.
Financial Service Group provides fee-only financial planning, meaning you’ll never be charged commissions from the sale of any financial product. We only charge fees for our consulting services and those fees are completely transparent. You’ll never have to search through a many-page prospectus to find out the percentage of recurring commissions you’ll pay. You’ll never have to read a complicated statement that does a brilliant job of masking how much you’re paying. You’ll know up-front what your annual fee will be.
Your Partner in Financial Planning
Our financial planning process begins with getting to know you and what matters most to you and your family. We help you define and refine your financial goals that serve to support your family, social, and retirement goals. We ensure your estate planning documents, beneficiary designations, asset allocations, and all the other details of your financial life are in order. We build a financial plan that is a roadmap for your great life as you define it.
As our relationship continues, we stay in touch. We have in-person or virtual (you pick!) financial planning updates several times a year and are always accessible to you via phone to help you address questions or changes that may impact your financial plan. We communicate with you via our newsletters and emails so you’re never in the dark when it comes to understanding what’s going on with our firm and with your assets.
Client-Centered Financial Planning
Our client-centered financial planning model ensures you get the collective thinking of our CERTIFEID FINANCIAL PLANNERTM professionals. The CFP® certification is the financial planning industry’s gold standard indicating rigorous training, thorough knowledge and demonstrated experience. Regardless of the CFP® professional you’ll work with directly, you’ll have the extra advantage of and access to other team members, each bringing a unique set of skills and experience help you advance your financial outcomes and the great life goals you have for you and your family.
To learn more about fee-only financial planning that helps you live the great life you want, set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a model that will work best for you.
Schedule a Free Conversation
To learn more about investment planning with Financial Service Group set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a model that will work best for you.
General Contact Form
Let’s chat! Reach out today to connect with us.
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.
Copyright Financial Service Group All Rights Reserved © 2024