Financial Planning Services in Selah, WA
Arrange a complimentary meeting with an experienced Financial Advisor in Selah to explore your financial planning goals!
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Comprehensive Financial Planning in Selah, 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 endeavors to uphold the highest standards of professionalism and ethics. Whether you're navigating investments, planning for retirement, or safeguarding 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 dedicated financial advisor in Selah is prepared to create personalized tax strategies, leveraging their experience seeking to optimize deductions, reduce tax liabilities, and preserve more of your earnings.
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 delve into your financial background, goals, and dreams, as our objective is to build trust by focusing on your individual needs. We review your current financial state, future targets, and worries, setting the stage for a tailored and thorough financial plan.
01
Complementary Initial Meeting
02
Draft Financial Plan
After our initial consultation, we will develop a comprehensive financial plan tailored to your specific needs. This plan will cover investments, retirement planning, risk management, and additional areas. Your feedback during this stage is vital in our pursuit of a plan that aligns with your priorities and meets your financial objectives.
03
Finalize Financial Plan
Based on your feedback, we kick off the financial planning process, carefully analyzing the complexities of your plan, fine-tuning details, and incorporating robust recommendations to align with industry best practices. We then complete the plan, providing clear strategies and advice for your financial freedom.
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 objective that 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 the goal of providing the highest standard of financial planning.
