Financial Planning

We take a personal approach to organizing our clients’ financial affairs. We do not over-complicate the process and strive to deliver not only a comprehensive, but also a comprehensible plan. Never forgetting that an individualized financial plan is an ongoing process, we continually ask questions and provide answers to adjust for the inevitable changes that occur in financial markets and our clients’ personal lives.

Each of our advisors, including Fred Sittner, Todd Nelson and Sarah Brooke are CERTIFIED FINANCIAL PLANNER professionals. Accordingly, they adhere to and exceed the highest principles and standards of professional conduct established by the Certified Financial Planner Board of Standards, Inc.