As a financial professional, I believe in a comprehensive approach to financial planning, the importance of further education and acting as a fiduciary by putting your needs first. Today's financial conditions require a holistic approach - looking at an individual's entire financial picture, not just one aspect.
Teaming with a CERTIFIED FINANCIAL PLANNER professional is assurance that you are working with a credentialed expert who does just that, and is held to high ethical and professional standards. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the rigorously enforced CFP Board's Standards of Professional Conduct.
Teaming with a CERTIFIED FINANCIAL PLANNER professional is assurance that you are working with a credentialed expert who does just that, and is held to high ethical and professional standards. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the rigorously enforced CFP Board's Standards of Professional Conduct.
Services
Meghan Phillips Dykstra is a CERTIFIED FINANCIAL PLANNER professional and has been in the financial services industry for over a decade. Prior to starting her own firm, Meghan worked as an Investment Advisor Representative specializing in retirement planning for individuals and small businesses.
After obtaining her bachelor's degree in Government and International Relations from the University of Notre Dame, Meghan went to work for what is now Pricewaterhouse Coopers (PWC).During her time at PWC, she designed, set up, and administered client 401(k), pension, and profit-sharing plans.
After obtaining her bachelor's degree in Government and International Relations from the University of Notre Dame, Meghan went to work for what is now Pricewaterhouse Coopers (PWC).During her time at PWC, she designed, set up, and administered client 401(k), pension, and profit-sharing plans.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. By receiving sound financial advice, we believe you will be better able to identify your goals and make decisions to help accomplish them.
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