Bringing Your Financial Dreams to Life

If you’re looking for a comprehensive, integrated approach to your overall financial goals, Succession Financial is here to help.

We’ll guide you on your path to financial freedom so you can have peace of mind for your future and mental well-being for today.

At Succession Financial, we provide a personalized, holistic approach to managing your finances that aligns with your unique goals.

Initial Consultation

We begin with an introductory phone or Zoom call to get acquainted. Succession Financial will ask you questions about your financial situation and future goals

Comprehensive Assessment

Following our introductory discussion, we dive deeper into your finances. We gather detailed information about your income, spending, investments, debt, insurance, taxes, and more to gain a comprehensive understanding of where you stand today.

Discussion and Recommendations

With a thorough understanding of your financial situation, we discuss our observations in detail with you. We take the time to highlight areas of opportunity and discuss how our services can add significant value to your financial journey. Your confidence and understanding are paramount; we ensure you feel fully informed before proceeding.

Our pricing offers tailored solutions to meet your financial needs.

At Succession Financial, we offer two distinct options to suit your needs and preferences:

Guided Planning

Ideal for those who prefer a DIY approach, we provide comprehensive financial planning guidance for you to implement yourself. This option provides a structured plan to guide your financial decisions.

Ongoing Comprehensive Planning and Investment Management

For those who prefer to delegate, our comprehensive planning and investment management services cover everything from financial planning to ongoing portfolio management. Our fees are based on a percentage of the total household portfolio value that we manage. This may include, but is not limited to, the following:

  • Retirement Planning
  • Investment Management
  • Tax Planning
  • College & Career Planning
  • Multi-Generational Planning
  • Estate Planning
  • Planned Giving
  • Social Security Optimization
  • Medicare & Health Insurance
  • Protection Planning

*Tax preparation & filing, trust administration, and estate planning document creation are done through our various alliances with legal, accounting, and estate planning firms.

Your voice matters to us at Succession Financial. We build trust by fostering open communication.

Communication is key to a successful relationship. We encourage you to contact us whenever you have questions, concerns, or changes in your financial situation. Whether it’s about your financial plan, investment markets, life events, or anything else, we’re always here to help.

We value your input and encourage you to come prepared to our meetings with questions and concerns. Succession Financial aims to establish a mutually open, honest relationship built on trust and respect, ensuring we work together towards your financial goals.

Feel free to reach out if you have any questions or need further clarification. We’re here to support you every step of the way on your financial journey.

“Remember this: Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously.” (2 Corinthians 9:6 NIV)

Frequently Asked Questions