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Partners Financial Planning, LLC

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Partners Financial Planning, LLC

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The one constant in our lives is that it will change. A new job, marriage or divorce, buying a home, an unexpected illness, an inheritance, retirement and many other events can impact our lives. We make choices to manage these changes but sometimes we need help to ensure that our choices are the right ones. Many of these changes involve financial decisions and planning and most everyone needs financial advice at some point.

Partners Financial Planning is proud to offer a wide variety of financial services to individuals and families. What we offer is professional, unbiased advice and financial education regardless of our clients net worth, income or investable assets. Our clients come from all walks of life. We work with people just starting out on their financial planning journey, to the sophisticated do-it-yourself investor. Some clients utilize our services for small questions; others use us for larger, more comprehensive projects. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

Typical every day questions we hear from our clients include:

   * Am I saving enough to meet my retirement goals?
   * Are my investments allocated appropriately for my goals?
   * How much should I be saving for my children's education?
   * Have I made the right choices within my 401(k)?
   * What are the best investments for retirement and education saving?
   * Is now the time to reallocate my investments?
   * Should I put my extra income toward savings or debt?
   * Do I have proper insurance coverage for all areas of my life?
   * How much life insurance is appropriate at this stage of my life?
   * Do I really need a Will? What other documents are appropriate?
   * How do I ensure my assets will reach my chosen family members?
   * Am I taking full advantage of my employee benefits?
   * Are there ways I can minimize my income taxes?

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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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