Financial Planning Services in Chelan, WA
Schedule a complimentary consultation with an experienced Financial Advisor in Chelan to explore your financial planning aspirations!
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Comprehensive Financial Planning in Chelan 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 experienced financial advisor in Chelan is equipped to design personalized tax strategies, using their skills to create a goal to optimize deductions, reduce tax burdens, and safeguard 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
During our initial meeting, we explore your financial situation, aspirations, and goals, with the goal of building trust by addressing your specific needs. We discuss your current financial state, future objectives, and any concerns to lay the groundwork for a custom and thorough financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
Once our initial meeting is complete, we will formulate a comprehensive financial plan tailored to your needs. This plan will encompass areas such as investments, retirement planning, risk management, and more. Your participation in this phase is essential to ensure the plan reflects your priorities and fulfills your financial aspirations.
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Finalize Financial Plan
Based on your input, we commence the financial planning process, thoroughly analyzing your plan's complexities, refining specifics, and integrating robust recommendations to ensure alignment with industry knowledge. We finalize the plan with clear strategies and advice for your journey toward 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 with the goal of ensuring 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.
