Financial Planning Services in Yakima, WA
Schedule a free consultation with a seasoned Financial Advisor in Yakima to discuss your financial planning needs!
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Comprehensive Financial Planning in Yakima, 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 endeavors to uphold 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 committed financial planner in Yakima is ready to design customized tax strategies, with the goal of using their experience to help you maximize deductions, lower tax liabilities, and retain 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
In our initial meeting, we explore your financial landscape, goals, and aspirations, as our goal is to foster trust by prioritizing your unique needs. We discuss your current financial situation, future objectives, and concerns, laying the foundation for a personalized and comprehensive financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
Following our initial meeting, we will create a detailed financial plan customized to your needs. This plan will encompass investments, retirement planning, risk management, and more. Your input during this phase is crucial in our pursuit of a plan that aligns with your priorities and meets your financial goals.
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Finalize Financial Plan
Using your feedback, we initiate the financial planning process, thoroughly examining your plan's complexities, refining details, and integrating solid recommendations in our pursuit of alignment with industry insights. We then finalize the plan, offering clear recommendations and strategies for your journey toward financial freedom.
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 objective that 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 the goal of providing the highest standard of financial planning.
