Most people seek financial guidance and leadership for one simple reason - they want to enjoy an affordable lifestyle without running out of money. Or, perhaps they seek that lifestyle for someone special - child, grandchild or relative. After my first two years in college, my father asked me to take control of the family business due to his medical concerns.
The business thrived to the point where I needed advisors alongside. Eventually, dad sold the business leaving me the opportunity to return to college. The university offered two workshops lead by a local financial planner. My wife and I learned that all the planning guidance we had followed was designed to benefit our advisors.
The business thrived to the point where I needed advisors alongside. Eventually, dad sold the business leaving me the opportunity to return to college. The university offered two workshops lead by a local financial planner. My wife and I learned that all the planning guidance we had followed was designed to benefit our advisors.
Services
We believe our clients deserve unbiased advice and guidance meant only to benefit them. Our firm has chosen a distinctive posture and ethical standard wholly created with you in mind. Statements we make about ourselves mean very little in this context. Because of industry restrictions, we cannot even share with you what our clients think of us.
Financial Planning Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide trusted guidance and comprehensive personal service. These characteristics have earned us referrals from our clients to their families and friends. We strive to create financial stability, security, your financial independence and peace of mind.
All planning is predictive science! We have no idea what will happen tomorrow. Anyone that states otherwise will fail all too soon and normally with the most inopportune timing for you. What we CAN do is consider potential outcomes.
Since we align your money to your values, we prepare for the implications of living a healthy life versus an unhealthy life, the implications of death compared to living far longer than government charts suggest, as well as preparation for positive investment markets or negative markets just to name a few scenarios.So, no matter when or for what reason you need money, we have smart choices from which to draw those funds.
Since we align your money to your values, we prepare for the implications of living a healthy life versus an unhealthy life, the implications of death compared to living far longer than government charts suggest, as well as preparation for positive investment markets or negative markets just to name a few scenarios.So, no matter when or for what reason you need money, we have smart choices from which to draw those funds.
We charge fees for our work and we clearly disclose our fees. No one works for free. After 28 years experience, we realize some persons don't want to see how much they pay their advisor. We believe this attitude leads to unhealthy and dangerous relationships. If you want to hide our remuneration from your eyes, please go somewhere else.
Contrary to most everything you have heard and read from the financial industry - life is NOT about investments! Please do not misunderstand - investment positioning remains important. However, in our view, cash flow is King! Therefore, we view your future in light of the cash flow you must generate in order to afford and enjoy your "ideal" lifestyle.
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