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Financial Planning Office, LLC

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Financial Planning Office, LLC

Overview:

In today's complicated world, managing your finances can be a nightmare. How do you fit all the financial pieces of your life together? You know that planning is important, but you may not have the time, energy, or resources to make the best financial decisions.

Financial Planning Office can help. Our holistic approach will help you manage your investments and plan your financial future.

We are an independent fee-only registered investment advisor. Owner, Denise Smith, has over 18 years of experience and is the only NAPFA Registered Investment Adviser in the state who is also a Certified Public Accountant and a Certified Financial Planner.

We have the solutions to help you reach your goals. Call today for a no-obligation introductory appointment.

For clients with a minimum of $250,000, we manage your investments and help you plan your retirement and financial future. We coordinate your cash flow, insurance, taxes, investments, retirement, estate planning and other goals, all in a customized, client specific program.

Our Wealth Management Program may be appropriate for you if you are:

# retiring or changing jobs and need to roll your 401k into an IRA.
# receiving an inheritance.
# wanting to consolidate or simplify your investment accounts.
# paying excessive fees for your investments.
# unhappy with the service from your current adviser.
# no longer comfortable managing your portfolio yourself.
# wanting financial guidance during unpredictable and volatile market conditions.

Toll Free: +1 866 466 4101

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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