Financial Planning Services in Wenatchee, WA

Meet with an experienced Financial Advisor in Wenatchee to discuss your financial planning needs!

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Comprehensive Financial Planning in Wenatchee, 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 upholds 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

Asset Allocation & Investment Management

Our goal is to maximize your financial investments with professional asset allocation and management services tailored to Wenatchee's unique financial landscape.

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Insurance Review

Gain confidence in Wenatchee with a thorough insurance review tailored to your needs and circumstances.

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Retirement Planning

We specialize in comprehensive retirement planning in Wenatchee to give you confidence that your golden years are financially confident and fulfilling.

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Tax Strategies

Our financial planner in Wenatchee is here to craft personalized tax strategies, leveraging their experience to ensure you maximize deductions, reduce tax liabilities, and keep more of your hard-earned money.

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Education Planning

Get customized education planning strategies in Wenatchee to manage your child’s educational aspirations.

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Guided Wealth Portfolio

The Guided Wealth Portfolio, or GWP, is an automated system that has revolutionized the way individuals manage their investments in Wenatchee.

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How It Works

During our initial meeting, we delve into your financial landscape, goals, and aspirations, fostering trust by prioritizing your unique needs. We address your current financial situation, future objectives, and concerns, setting the stage for a personalized and comprehensive financial plan.

Complementary Initial Meeting

Draft Financial Plan

After our initial meeting, we'll draft a comprehensive financial plan tailored to your needs, covering investments, retirement planning, risk management, and more. Your input during this stage ensures the plan reflects your priorities and meets your financial objectives.

Finalize Financial Plan

Incorporating your feedback, we begin the financial planning engagement, delving deeper into your plan's intricacies, refining details, and integrating firm recommendations to ensure alignment with industry insights. We finalize the plan, providing clear recommendations and strategies for your path to financial confidence.

"Very knowledgeable and down to earth. Joe knows his stuff well and is able to break it down into layman's terms so I can understand. I feel confident in investing my money with Joe"

Stephanie

This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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 to ensure 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 providing the highest standard of financial planning.