Who We Serve: Your Vision Is Our Mission

At the Center for Financial Planning, our many valued clients understand the benefits of working with a team of planners and staff that brings its collective experience, judgment, integrity and commitment to their financial well-being.  

Because of the customized and comprehensive nature of the services we provide, we have found that our firm is best suited to work with individuals who meet at least one of the following criteria: investment assets greater than $350,000; income over $150,000; or net worth in excess of $1,000,000.

If you are seeking assurance and assistance with your financial decisions, the Center’s planners are available to meet with you to find out if there is a good fit between your needs and our disciplined, common-sense approach to investing for financial independence.