We appreciate your interest in Choice Financial Planning and sincerely look forward to serving you! Choice Financial Planning is an independent financial firm that has been helping investors establish and maintain their financial goals since the late-'80s.
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we might help you get to that point where you don't have to worry about whether your money is doing right by you.We would enjoy the opportunity to meet with you to see if we are a good fit for your investing needs.
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we might help you get to that point where you don't have to worry about whether your money is doing right by you.We would enjoy the opportunity to meet with you to see if we are a good fit for your investing needs.
Services
At Choice Financial Planning, our mission is to provide financial planning and investment services, at a reasonable cost, to help investors accomplish their financial dreams. At Choice Financial Planning, experience, integrity, and personalized service are the primary principles that drive all client relationships.
At Choice Financial Planning, we believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that some other financial professionals offer you are often chosen by a big corporation.
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at Choice Financial Planning, we make it our priority to get to know you as a person. We know one size does not fit all.
Not only do we want to provide you with the most complete course of action possible, but we want to provide you with choices about how to invest your money as well as how to pay for that advice.In addition, we make sure that we explain, in easy-to-understand terms, the choices available to you.
Not only do we want to provide you with the most complete course of action possible, but we want to provide you with choices about how to invest your money as well as how to pay for that advice.In addition, we make sure that we explain, in easy-to-understand terms, the choices available to you.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan. When it comes to the amount of your social security benefits, you have a choice in the matter.
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