Financial Planning Services in Naches, WA
Arrange a free consultation with an experienced Financial Advisor in Naches to explore your financial planning needs!
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Comprehensive Financial Planning in Naches WA
With over 14 years of dedication in the financial services industry, Joe Johnson brings a wealth of experience to guide you on your journey to financial confidence. Holding Bachelor's degrees in both Economics and Business Finance, his educational foundation forms the bedrock of his knowledge. As a Certified Financial Planner™ (CFP), he strives to uphold the highest standards of professionalism and ethics. Whether you're navigating investments, planning for retirement, or working to safeguard your legacy, you can be confident that you're in capable hands. Let's embark on this financial journey together, helping turn your dreams into a reality.
Our Financial Planning Services
Tax Strategies
Our financial advisor in Naches is committed to creating custom tax strategies, applying their experience to create a goal of maximizing deductions, mitigating tax liabilities, and retaining more of your hard-earned money
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
How It Works
In our first meeting, we review your financial profile, goals, and aspirations, focusing on your unique needs with the goal of building trust. We discuss your present financial circumstances, future objectives, and concerns, establishing a base for a personalized, all-inclusive financial plan.
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Complementary Initial Meeting
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Draft Financial Plan
After our introductory meeting, we will create a customized financial plan that caters to your unique needs. The plan will cover investments, retirement planning, risk management, and additional aspects. Your input at this juncture is crucial to make plans that align with your priorities and work to meet your financial goals.
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Finalize Financial Plan
With your feedback, we initiate the financial planning process, meticulously examining the complexities of your plan, refining details, and incorporating sound recommendations with the goal to ensure it aligns with industry insights. We then finalize the plan, presenting clear strategies and recommendations to work towards your financial success.
Why Choose Sage Hills Financial?
Just about anyone can use the title “financial planner” but only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards with the goal of ensuring financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to a goal of providing the highest standard of financial planning.
