Peace of Mind Financial Planning, Inc.
Peace of
Mind Financial Planning, Inc. believes that financial planning should be
accessible to everyone. Most people will be able to meet their goals if they make
good financial decisions throughout their lives, and many people find that
expert advice allows them to make those good decisions. It’s not about just
making money, it’s about achieving the life they want. We help people from the
time they begin their careers until their biggest financial concern is having
their money go to the people and the causes they care about when they pass on. We
help our clients be excited about achieving their financial goals and minimize
their worries so they can sleep at night.
Services include: Investment Strategy, including asset allocation,
and investment recommendations and implementation; Retirement Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers
of attorney, health powers of attorney, living wills, and other estate
issues; Tax Planning; Individual Income Tax Return Preparation; Goal Setting; Budgeting and Record Keeping; General Financial Planning
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.