Strategic Financial Planning
Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you address retirement income, tax-efficient distribution strategies, risk management, investing, conservation, and wealth transfer strategies.
As a CFP® and independent investment advisor, we are required to fulfill and maintain a fiduciary duty with our clients. This means we put our clients’ benefits first acting in your best interest and provide full disclosure of all material facts, exposing any potential conflicts of interest.
Let us help clarify and prioritize your financial goals and objectives with a written plan that ties together your spending and savings, taxes and inflation. One that also adjusts so you are prepared for unexpected expenditures and financial emergencies as they arise.
Advisory Services offered through Sowell Management Services, a registered investment advisor
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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.