Financial Planning Services provides fee-only financial advice to individuals, organizations and business owners. 

What We Do

Financial Planning Services provides a casual atmosphere where you can find answers and solutions for all your financial questions.  Since its inception in 1981, Financial Planning Services has assisted over 2500 clients in areas such as: 

Retirement planning, tax planning, estate and trust planning and administration, and portfolio oversight and analysis. 

Our 33 years of business experience have built a solid foundation for providing comprehensive and sound financial advice.

What Makes Financial Planning Services Unique?

There are certainly a lot of financial service options available to you, but we are uniquely positioned to be of great help to you because:

• We provide fee-only financial planning.  We supply you with advice on an hourly basis, and we do not sell any investment products.  In other words, our compensation is not tied to commissions earned on sales. Fee-only compensation allows complete freedom and objectivity in meeting the needs of our client base.  Additionally, because we are fee-only, there is no "minimum" level of net-worth necessary to retain our services - our clients' net worth spans a wide range from $100,000 to several million. 

• We are able to help you with comprehensive, lifetime financial planning. Our relationship may begin with preparing your income tax return or a plan for saving for your children's education, yet we hope to provide you with such a high level of service that you would return to us over the years for further retirement and estate planning.  We can do it all.

• We are casual and available.  It is a "father and son" family business, and we provide our clients with a casual - yet competent - level of service.  We are in our office daily, and we answer our own phones--we are available to you.