Financial Planning Services in Ellensburg, WA
Book a complimentary meeting with an experienced Financial Advisor in Ellensburg to address your financial goals!
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Comprehensive Financial Planning in Ellensburg, 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 Ellensburg is ready to design tailored tax strategies, using their knowledge to create a goal to maximize deductions, lower tax liabilities, and retain 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.
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How It Works
During our initial consultation, we examine your financial situation, goals, and ambitions, working to build trust by emphasizing your unique needs. We discuss your current financial condition, future aims, and any concerns to establish the groundwork for a personalized and comprehensive financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
Once our initial discussion is complete, we will create a comprehensive financial plan tailored to your specific needs. This plan will cover investments, retirement planning, risk management, and other pertinent aspects. Your participation during this phase is essential to ensure the plan aligns with your goals and helps you experience financial success.
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Finalize Financial Plan
Leveraging your insights, we launch into the financial planning process, meticulously analyzing the complexities of your plan, fine-tuning details, and integrating robust recommendations to align with industry best practices. We wrap up by providing clear strategies and advice with the goal of achieving 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.
