Financial Planning

Simply Money Advisors guide you through personalized financial strategies for planning, investing, and insuring. The journey toward a secure financial future starts here.

Discovering
Organizing
Personalizing
Designing
Implementing
Assessing

Why Financial Planning Matters

It’s your future. You are preparing for your retirement—and everything in between. Let us guide you along your financial journey. We will identify plans, resources, and tools that match your needs and goals.

Everybody has the right to a secure financial future, and everybody’s path is unique.

Simply Money™ applies the right mix of our core services for 
individuals and families. We help you plan for and react to life changes with a focus on comprehensive wealth management that goes beyond retirement planning.

Planning: Your Life

Your financial plans are defined by your life plans and goals—your today and tomorrows. Find out how we can guide you with a customized and comprehensive proposal.

What We Do

  • Discovery Interview
  • Define Goals
  • Portfolio Analysis
  • Financial Plan Presentation
  • Review and Adjust Plan
  • Engagement
  • Implementation of Plan
  • Ongoing Assessment


Two of our free reports can help you with the decision to get started with a professional financial plan:

How to Prepare for Retirement

Why Work with a CERTIFIED FINANCIAL PLANNER™ Professional

Investing: Your Money

A custom portfolio from Simply Money™ is designated for a specific purpose – to serve your financial plan objectives established during your planning process.

What We Do

  • Assess Market Conditions
  • Monitor Your Portfolio
  • Review with the Simply Money Investment Committee
  • Manage Accounts
  • Evaluate Investment Funds and Options

Insuring: Your Protection

Simply Money™ aligns the right balance of life, disability, and long term care protection to match your Simply Money Financial Plan. Through your life transitions, it is important to revisit your life insurance needs so you can properly prepare for you and your family's financial future.

What We Do

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Protection
  • Annuities

When you’re ready to get started, an advisor can call you – just tell us when.

Let's Talk