The changes we’ve seen this past month are incredible — and no one knows the changes that still lie ahead. Changes in our lifestyles, changes in how we interact with friends and family, and of course, changes in the financial markets.
Let me tell you what has changed, and what hasn’t, at the offices of Planningteam Financial Advisors:
When a financial plan is developed for you, it is developed with the knowledge that these kinds of events will occur from time to time. They will always look different, but their outcome is always the same. Our country and our markets will, as always, recover and prevail. If you have specific concerns, or just want reassurance, I want you to reach out to me—by phone, by email; we can even get you into our office through those locked doors if need be. We’ll let you know when things change and we can resume normal activity at our office. Hopefully that will be very soon.
We set ourselves apart from other advisors and planners with our ongoing advice, resources, experience, client service, diversification and availability. We focus in on you, your life, and how your financial plan can help enable you to live your life and work toward what’s important to you.
Our process helps clients along the path to successfully achieving their life goals. Good financial planning involves more than a savings account or an investment security. Whether you're an individual, family, or small business owner, we will help to ensure that you are making the most of your assets.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on objective recommendations and impartial guidance. We're working hard to help turn your goals and dreams into REALITY!
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Goss Advisors, a registered investment advisor. Goss Advisors and Planningteam Financial Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, MN, ND, NV, SD & TX.