Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.
Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
The News You Need To Know & Upcoming Events
How do I plan for a healthy future and the lifestyle I want?
What are the housing options and how will I know what is best for me?
How can I talk to my parents about considering a move?
How will I pay for housing?
October 4, 2017
The News You Need to Know | August 2017
by Andrew Barninger, CFP®
Many of our clients at Personal Wealth Advisory are following the growing trend of extending their careers. As the dynamic of work and aging continues to change, more people are working beyond age 65 than ever before. With fewer jobs requiring physical labor and more value placed on experience, not […]