Financial Planning Services in Quincy, WA
Schedule a complimentary consultation with a professional Financial Advisor in Quincy to explore your financial planning goals!
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Comprehensive Financial Planning in Quincy, 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 dedicated financial planner in Quincy is prepared to create personalized tax strategies, leveraging their experience to create goals to optimize deductions, minimize tax liabilities, and preserve more of your hard-earned money.
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 delve into your financial landscape, goals, and aspirations, with the goal of cultivating trust by prioritizing your individual requirements. We address your current financial situation, future objectives, and concerns, paving the way for a personalized and holistic financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
Following our first consultation, we'll develop a detailed financial plan tailored to your requirements. This plan will encompass investments, retirement planning, risk management, and other pertinent areas. Your feedback during this phase is essential to ensure the plan meets your priorities and financial goals.
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Finalize Financial Plan
Using your input, we embark on the financial planning journey, diving deep into the intricacies of your plan, refining details, and integrating strong recommendations to align with industry insights. We conclude by delivering clear recommendations and strategies for your path to financial confidence.
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 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.
