Financial Planning Services in Leavenworth, WA

Book a free consultation with a professional Financial Advisor in Leavenworth to discuss your financial planning goals!
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Comprehensive Financial Planning in Leavenworth, 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

Asset Allocation & Investment Management

Create a goal to enhance your investment approach with asset allocation and management services customized for Leavenworth's financial market.

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Insurance Review

Discover confidence in Leavenworth with a personalized insurance review tailored to your unique financial needs and circumstances.

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Retirement Planning

We specialize in comprehensive retirement planning in Leavenworth, with the goal of financial freedom in your golden years are financially secure and enjoyable.

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Tax Strategies

Our seasoned financial advisor in Leavenworth specializes in crafting tailored tax strategies, leveraging their experience to create a goal to maximize deductions, minimize tax liabilities, and protect more of your income.

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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Education Planning

Explore customized education planning strategies in Leavenworth to help meet your child's academic goals.

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Guided Wealth Portfolio

The Guided Wealth Portfolio (GWP) offers a sophisticated automated system that has enhanced investment management for individuals in Leavenworth.

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How It Works

In our first meeting, we delve into your financial situation, aspirations, and goals, with a goal to establish trust by focusing on your unique needs. We cover your current financial status, future objectives, and any concerns to create a tailored and comprehensive financial plan.

Complementary Initial Meeting

Draft Financial Plan

After our first meeting, we'll create a detailed financial plan customized to meet your specific needs. This plan will cover key areas like investments, retirement planning, risk management, and beyond. Your involvement during this stage is crucial to ensure the plan aligns with your goals and meets your financial dreams.

Finalize Financial Plan

Upon receiving your input, we initiate the financial planning process by carefully examining the intricacies of your plan, refining details, and incorporating strong recommendations that align with industry standards. We then conclude by crafting a finalized plan that includes clear strategies and advice to guide you towards financial success.

"Very knowledgeable and down to earth. Joe knows his stuff well and is able to break it down into layman's terms so I can understand. I feel confident in investing my money with Joe"

Stephanie

This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or 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 a 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.