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If you can't imagine driving to an unknown destination without a roadmap, then why move forward without a comprehensive plan? Our team will guide you from where you are to where you want to be. We utilize a comprehensive program that tracks your finances all the way to retirement.

Current clients can log in here:

The plan we help you develop doesn't just track your finances; it also tracks your life. You can digitally store your important papers and legal documents in a safe, secure electronic vault. Everything you need is just a mouse click away. Click the links below to learn more about Personal Financial View (PFV) and how we use it:

Who We Are

What We Do

Life In A Box
 

Personal Financial View and Financial Planning

Financial Planning is a process meant to provide consistent and accurate advice year-after year. This process begins by assesing your current financial picture including all the many assets, accounts, and details that make it up. We also help clients develop viable goals for the future after listening to their current objectives and values. We then use our tools, resouces, and expertise to creat a plan to get there. We review the plan regularly and provide accountability for following and implementing the plan ove time, making adjustments as necessary. Throughout this process, we use PFV as a resource to create, monitor, and implement the plan. Click the links below to learn more about how PFV works through financial planning:

What's In A Number

Walk In Our Shoes

Financial Planning: Choices

Retirement Planning
 

Financial Education

Part of our job is not only advising clients on what they should do, but explaining why we they should do it. This involves educating clients so that they understand our recommendations and prepare them for future financial decisions. PFV has a created a number of short financial education videos that are designed to help clients become more knowledgeable about certain topics. Click the links below to learn more about the various topics listed:

Creative Planning

Economic Reality

Insurance - Protection

College Education

Elder Care

Retirement Education

Retirement Income Education

Robo Advisors

Wills

Trusts


Security

The security of our clients information is of highest important to us. If our clients couldn't feel confident that their information is secure, they couldn't be confident in us as either. PFV understands this and takes every measure necessary to ensure that every user's data remains privaye ad secure. Click on the link below to hear more about the security features at PFV:

Security