COMPREHENSIVE FINANCIAL PLANNING
Understand
First, we listen to you to get an understanding of you and your unique needs. We need to know what you value, what is important to you, and what you want to accomplish. Once we know what your needs, goals, and dreams, we help you develop a plan to accomplish them.
Educate
We help you understand the advantages and disadvantages of your options. We provide you with the expert advice you need to make the best choices for you and your family.
Plan
We build plans to help you achieve your goals. As Certified Financial Planners, we look for opportunities to improve and enhance your plan. We also look to review all areas of your life to identify risks that could jeopardize the careful planning we have done. When developing comprehensive plans, we often address the following topics: investments, retirement, sustainable cash flows, taxes, charitable gifting, risk management, and estate planning.
Solve Problems
We provide the expertise and knowledge to continually deliver outstanding options and solutions. With our deep understanding of financial planning, we furnish you with excellent ideas so you can achieve your goals and live the life you want.
Provide Peace of Mind
We help simplify your life so you can rest easily. We are your source for smart answers to address the big and small questions where financial issues intersect with your life.
Give Objective Advice
Advitica Financial Planning is a fee-only, fiduciary firm. This means you never pay commissions for anything we recommend. Never. And as fiduciaries our advice is always in your best interest.
Fiduciary
As a committed fiduciary, we always provide advice that is in your best interest. To find out more about what being a fiduciary means, the following article can provide more information:
Review Regularly
Vehicles, homes, health, and finances need regular attention and care. We stay in touch to regularly review and update your financial plans.
Transparent
Clear explanations of fees and potential conflicts is integral to building trust. Our goal is for you to clearly understand how we serve you and how we are compensated for providing those services.
