Our Services.

Self Worth Financial Planning is a financial planning and Registered Investment Advisory firm. The firm specializes in providing hourly, as-needed financial planning and advice to individuals and businesses. What is Hourly, As-Needed Financial Planning? Hourly, As Needed Financial Planning is obtaining objective advice and independent thinking about questions you have for your specific financial situation. It puts you in control of your finances. You choose how much time you want to invest on your financial matters.

We work with people from all walks of life, providing hourly, as-needed financial planning and advice. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Self Worth Financial Planning can help you along the way.

Your financial objectives may include:

• Ensure retirement income
• Reduce the burden of taxes
• Minimize the effects of inflation
• Create and preserve personal wealth
• Maximize wealth transfer
• Establish charitable legacies
• Reduce the risk of financially devastating events
• Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

• Personal Financial Planning
• Retirement Planning Strategies
• Cash Flow Spending Plan
• College Funding Advice
• Stock Option Advice
• Lump Sum Distribution Advice
• Ongoing Asset Advice
• Life and Disability Insurance Needs Analysis
• Second Opinion on Investments or Current Financial Plan
• Financial Seminars for Church and Civic Groups
• Corporate Employee Financial Education - Seminars on 401(k)'s Employee Benefits, etc.

OUR MISSION IS SIMPLE: to provide objective independent advice to help clients have peace of mind that they have made the best decision for their needs and goals.

Please read Seven Steps to Building A Brighter Financial Future and call for a complimentary consultation.