Financial Planning Services in Moxee, WA
Set up a complimentary consultation with a skilled Financial Advisor in Moxee to discuss your financial planning needs!
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Comprehensive Financial Planning in Moxee, 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 strives to uphold the highest standards of professionalism and ethics. Whether you're navigating investments, planning for retirement, or working to safeguard 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 dedicated financial advisor in Moxee is ready to craft personalized tax strategies, using his knowledge to develop a goal of maximizing deductions, mitigating tax liabilities, and helping your 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.
How It Works
During our initial consultation, we examine your financial situation, goals, and ambitions, striving to establish trust by emphasizing your distinct needs. We discuss your present financial condition, future aims, and any concerns to lay the groundwork for a customized and all-encompassing financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
Following our initial discussion, we will craft a thorough financial plan specifically tailored to your needs. This plan will address investments, retirement planning, risk management, and other relevant areas. Your involvement during this phase is crucial to ensure the plan aligns with your priorities and helps meet your financial goals.
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Finalize Financial Plan
Utilizing your input, we start the financial planning process, thoroughly assessing your plan's intricacies, refining specifics, and integrating strong recommendations with the goal to ensure it aligns with industry standards. We finalize the plan by offering precise recommendations and strategies to guide you 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.
