Financial Planning Associates, Inc.
We believe that EVERYONE needs to have an informed, coordinated personal financial plan. The plan should reflect the values and aspirations of the individual, or couple. It should be in written form.
With regard to investment policy, our emphasis is on helping our clients manage risks – all of them. We want our clients to have confidence that their strategy is correct for them, providing the potential for a good return on their assets, without unnecessary volatility.
We believe that in a personal service business, small is beautiful. Big businesses can have difficulty delivering truly personal services. Clients can get lost among the masses, and solutions to problems can require piercing multiple layers of management to find someone with the authority and the capability to help. Our business is personal. We know our clients.
Small and well-connected is really beautiful. Delivering excellent client service in the 21st century requires relationships with strategic associates, such as Schwab Institutional, Advicent Solutions/Naviplan, Morningstar, Total Rebalance Expert, and Redtail Technologies. Our associates become your associates, our resources become your resources.
Our approach to personal service is just that – personal. Your situation, your goals, and your values are unique. The best answers to your questions are those which recognize your uniqueness.
Financial Planning Associates, Inc. is a Missouri Registered Investment Adviser offering investment management and personal financial planning services on a fee-only basis. The firm’s principal executive officer is Carl D. Goodin, President.