5 Financial Planning Firms Securing Clients' Futures
Securing one's finances can be a daunting task, especially in the face of the rapidly changing landscape of the modern economy. As we grow older and face increasingly important life decisions, having the assistance of a trusted financial firm becomes more important than ever. Fortunately, many companies provide the answers one may be looking for when it comes to matters of money. Whether you're in your twenties or planning for retirement, consider the firms listed here in no particular order.
Starting at #1, we have Gen Y Planning, which provides assistance to millennials who are in the middle of making big life decisions, such as navigating a new job, buying a home, starting a family, or pursuing an advanced degree. The company's team believes that working with a Certified Financial Planner, or CFP, can build a secure financial foundation for the future.
Gen Y Planning is led by Sophia Bera, who quit her job at a New York start-up to launch her own firm. She has assembled a team of like-minded professionals who seek to assist clients such as creatives, small business owners, and even Silicon Valley employees. Bera has achieved much recognition for her work, including being named one of Investopedia 's Top 100 Financial Advisors in 2019.
Next at #2 is Francis Financial, formed in 2002 with the purpose of improving upon the quality of service in the wealth management industry. The firm is composed of a dedicated team of financial planning professionals, who strive to make sure that each client is fully supported by providing them with independent advice, transparency, and attention.
Francis Financial offers a number of services to assist those experiencing major events such as the loss of a loved one, divorce, retirement, or inheritance. The company utilizes an approach that focuses on planning, growing, and protecting client wealth, by listening and learning about their goals, relationships, and assets. By doing so, the firm can tailor-make investment plans for each client.
Coming in at #3, we have Level Up Financial Planning. It was founded by Lucas Casarez, a CFP who aims to make a greater impact on his clients' lives by bringing fiscal planning to young professionals and growing families. Casarez approaches every client with customized coaching and strategies for building wealth. Level Up clients set goals and achievements that become building blocks in creating financial habits that will support them for the rest of their lives.
Each financial plan seeks to establish a strategy to maximize one's lifestyle, allow for the confidence to make complex life-changing decisions, and create an investment strategy that aligns with individual goals and risk appetites. Those interested in procuring the services of Level Up are invited to schedule a free initial thirty-minute consultation.
Arriving at #4 is Yeske Buie, which delivers the benefits of creative, disciplined wealth management using evidence-based financial planning. Yeske Buie believes in developing strategies that are grounded in the best science the academic world can supply, and then applying those strategies in a consistent fashion using the philosophy of its partner company, Dimensional Fund Advisors.
The Dimensional approach is firmly rooted in the belief that markets are efficient, and that investors' returns are determined principally by asset allocation decisions, not market timing or stock picking. In addition to planning, Yeske Buie has built a financial literacy program for parents and children, comprising a series of tools that can help educate and facilitate conversations about money.
Finally, at #5 we get Fi Plan Partners, a fee-based investment and wealth management firm located in Birmingham, Alabama. The company provides financial planning, portfolio strategy, business consulting, and client relations. Among its services are estate planning and wealth transfer, divorce financial analysis, mortgage and debt assistance, risk assessment, and much more.
The firm strives to create a partnership of trust with its clients through a unique process called Your Financial House, as outlined in CEO Greg Powell's book "Better Richer Fuller." Just as one would never build a house without a blueprint, the company asserts that a financial plan is a blueprint for the future. The process that culminates is an individualized investment strategy focused on growth appreciation, income generation, and wealth preservation.