What we do

Wherever you want to go, you’re more likely to get there if you start with a good map.

With that in mind, our mission is to help you chart your course, quantify the resources it will require, and create a realistic plan to get you moving toward your chosen destination(s). 

Specifically, we:

• Make sure we understand you—your history, transitions, goals, and principles.

• Provide custom financial planning services on an hourly basis as you need it.

• Bring our knowledge of risk management, cash and debt management, college funding, investing, taxes, retirement, and estate planning to your circumstances and objectives.

• Examine alternative scenarios for your future, researching the issues and analyzing the numbers using state-of-the-art tools and resources.

• Work with you to sort out the best choices you can make at this point in your journey.

• Make clear recommendations, so you can take action and move toward your objectives.

Services we provide	Benefits to you
Personal financial planning Retirement planning strategies Cash flow spending plans College funding advice Stock option advice Lump sum distribution advice Investment allocation recommendations Life and disability insurance needs analysis Financial seminars for church, civic, and youth groups Second opinion on current investments, financial or estate plans	Unbiased, professional financial advice You continue to manage your own assets Confidence that you’re not just being sold a product You pay for only the help you need, when you need it Straight answers you need to make informed decisions You know exactly what you’re paying for your financial advice

 

• Request a free consultation with a financial planner
  
  
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• E-mail: info@SailorFinancial.com