Managing your finances today, let alone planning
for what tomorrow may bring, doesn't happen automatically — or
easily. Squeezed by the demands of daily life, you may know the
importance of planning for a secure financial future, but have
placed it on the back burner. The good news is that financial
planning doesn't have to be an overwhelming burden. Financial Connections has expertise in many facets
of financial planning, from retirement / transition planning to
tax preparation to investment management. Whether your reason
for wanting professional assistance is lack of time, knowledge,
interest, or temperament, we can advise you. And, whether you're
an individual, part of a couple, or represent a trust or small
business, we can help you manage — and take control of — your
We strive to balance risk and return for your peace of mind.
Investing is an important component in successful financial planning and is included in our ongoing mangement. Our investment philosophy is straightforward and geared toward prudent investing of your money to balance risk with return to help you sleep more soundly at night.
Financial Connections offers hourly financial planning to people who might want to discuss one topic or develop a more detailed financial plan. There is no minimum income, net worth or asset requirement.