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Financial Planning

Exclusive Subscription-Based Financial Planning

Having a solid financial plan is essential for pursuing your goals. Our specialized subscription package offers you access to professional advice from a dedicated advisor and confidence with regular check-ins, all for a reasonable quarterly fee of $150.*

Receive tailored financial strategies in a plan that is designed with a goal to address your unique needs, including:

Receive tailored financial strategies in a plan that is designed with a goal to address your unique needs, including:

  • Budget & Spending Analysis
  • Defined Personal & Financial Goals
  • Life Insurance Needs Analysis
  • Net Worth Statement
  • Home & Large Purchase Funding
  • Beneficiary Audit
  • College Education Planning
  • Emergency Funding
  • Debt Management
  • HSA Account Review
  • Employer Plan-Benefit Review
  • Saving for Travel & Leisure
  • Quarterly Check-ins
  • Annual Plan Review

Our financial professionals will help you navigate the complexities of financial planning to ensure you have a bright financial future.

Ready to get started?

Contact Whitney Bullock, Certified Wealth Strategist® to assist you with getting started.

Contact Whitney

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More

*Subscription cost is $150 per quarter. Financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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