Who We Serve

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.

 In these unique and challenging times, you may also be seeking to understand and act in ways that will move you ahead towards your financial goals.

The Center follows a comprehensive planning process in which we first spend the time to really know our clients.

We then assess their current resources, their existing documents, and their financial and personal goals in order to develop a meaningful written plan.

Completion of the Financial Plan provides the basis for an ongoing relationship in which the person, rather than their money, is our client.

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.   

Please call to arrange an introductory meeting.