There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

While financial sales people recommend products in any portfolio after an assessment of individual needs,we have a better way. Start with a financial plan and see what you actually may need. After getting your no-cost initial financial plan from Better Planning & Investing, you can continue to collaborate with an advisor on how best to implement your plan. Rather than paying a commission, our investment solutions are offered as a fee for service, along with your continued financial planning, to ensure your money helping you reach your goals.

Products and services include:

  • Retirement planning
  • 529 college savings plans
  • Exchange traded funds
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance, term or permanent
  • Long-term care, disability and critical illness