Give the Gift of Financial Planning

The greatest gift of all is the gift that keeps giving

The gift of financial planning is a consultation for the recipient that will consist of 2-3 meetings with a financial advisor who will help him or her identify their goals, measure their progress toward those goals, and then provide a detailed analysis with recommendations on the next steps on their financial journey. 

Possible topics in the planning process include:

  • Planning for retirement
  • Optimizing one’s investment portfolio
  • Choosing the right insurance strategy
  • Saving for children or other loved ones
  • Preparing for a major purchase
  • Developing a strategy for reducing debt... and more. 


Surprise a family member or friend on that next special occasion, or simply let someone know you care. This gift will be remembered for years to come! To learn more about the purchase of this planning experience, contact our team today!