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Creating your Story with Financial Planning

You are not alone if you’ve ever had concerns about saving for retirement or managing your investments. Comprehensive financial planning – looking at every possible aspect of your financial life in an integrated way – can help you avoid that sense of overwhelmed. In fact, our favorite part of our job as financial advisors is helping you experience the confidence and freedom that comes from making informed decisions about your future. Our approach is never segmented, because everything must work in tandem to produce optimum results! Saving for retirement or other goals, investing, and tax strategies should all be cohesively designed to help you confidently make progress toward your aspirations in life.

Every person, business, and financial situation is unique. Getting to know you is part of the excitement for us, because life isn’t defined by bank accounts and numbers. These are only tools to help us accomplish the things that really matter. For you that goal may be sending your child to a prestigious university to help them pursue a dream, or building a business empire. Maybe your goal is taking time to care for elderly parents or retiring early so you can travel abroad. The solutions and strategies we work to offer can be seen just as unique as the goals you have. As an independent financial practice, we have the ability to design a custom financial plan covering everything from risk management to managing complex investment strategies.

Plan for the Future You Long For

You work hard for years, investing your time and talent as you build a career or business. We want to help you set a strategic course for your future so you can continue to enjoy the fruits of your labor.

Career-Minded Individuals. Creating the life you want takes work and dedication. Where will you turn when you need trustworthy advice? Avoid overwhelm and get started with a financial plan as early as you can in your career. We’ll make sure you have a strategic plan in place with a custom strategy to help you get all you want out of life.

Passionate Business Owners. Being a business owner herself, JoAnn has more than 30 years of experience running her own firm. We are intimately familiar with the challenges business owners face, and our goal is to help you take care of your employees while also maximizing your benefits and minimizing risk.

Families building a legacy. Steward your funds well to ensure your wealth lasts. Today’s families face more unique challenges than ever before. Our deep experience in estate planning and wealth management strategies can aid in preserving your wealth for generations to come.

What financial concerns or questions do you have? Contact Favia Group today for a free consultation.