Financial Planning Services in Cashmere, WA
Book a complimentary consultation with an experienced Financial Advisor in Cashmere to discuss your financial planning needs!
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Comprehensive Financial Planning in Cashmere, WA
With over 14 years of dedication in the financial services industry, Joe Johnson brings a wealth of experience to guide you on your journey to financial confidence. Holding Bachelor's degrees in both Economics and Business Finance, his educational foundation forms the bedrock of his knowledge. As a Certified Financial Planner™ (CFP), he upholds the highest standards of professionalism and ethics. Whether you're navigating investments, planning for retirement, or safeguarding your legacy, you can be confident that you're in capable hands. Let's embark on this financial journey together, helping turn your dreams into a reality.
Our Financial Planning Services
Tax Strategies
Our financial planner in Cashmere is here to develop customized tax strategies, drawing on their experience to create a goal to help you maximize deductions, reduce tax obligations, and keep more of your earnings.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
How It Works
In our first meeting, we explore your financial background, goals, and dreams, working to foster trust through a focus on your specific needs. We review your current financial status, future targets, and concerns, setting the stage for a customized and thorough financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
After our introductory meeting, we will craft a personalized financial plan that addresses investments, retirement planning, risk management, and additional relevant areas. Your involvement in this process is crucial to ensure the plan reflects your priorities and supports your financial objectives.
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Finalize Financial Plan
With your feedback in mind, we initiate the financial planning process, thoroughly exploring the complexities of your plan, refining specifics, and incorporating sound recommendations to ensure alignment with industry standards. We finalize the plan by offering clear strategies and guidance for your journey to financial success.
Why Choose Sage Hills Financial?
Just about anyone can use the title “financial planner” but only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards working towards the goal to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
