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Comprehensive Financial Planning

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Comprehensive Financial Planning to Reach Your Goals

Comprehensive financial planning prepares you for all aspects of life. At Straightforward Wealth Management, we help individuals, families and businesses reach their short- and long-term financial goals by recommending strategies based on their needs. 

Our Approach to Financial Planning

We take a personalized approach to financial planning. We get to know each of our clients so we can better understand their lifestyles and goals. We discuss where they are now and where they want to be, both financially and personally. As a result, we are able to guide them through anything that life may present.

Aspects of Holistic Planning

Along with finding out about your life and finances, we discuss your risk tolerance, so that we can make a plan that you are confident in. Some of the areas that we will discuss with you include:

Retirement Planning

Estate Planning

College Funding

Tax Reduction Strategies

Generational Wealth Planning

Social Security Income Planning

If you are receiving natural gas royalties, we can also recommend how to best handle them, considering life changes and market fluctuations. 

Contact Us Today

Using a simple approach while also thinking outside the box, we design customized financial plans for all our clients. Call us at 570-378-2825 or use our online form to get started planning for your future.

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