At Premier Financial Planning, Inc. (PFPI) we recognize that financial planning is the process of helping you meet your life goals through the proper management of your finances. We provide a host of financial planning services to help guide you through this process and enable you to:

Once we have established a comprehensive plan tailored to your specific needs, it must be implemented and monitored. We also develop an action plan to help identify the steps necessary for the implementation and monitoring of your plan. You decide how much of the action plan you will take on and/or need PFPI’s help to accomplish.

The implementation and monitoring of your plan is what we refer to as "Funding Your Objectives." Implementation is centered on funding your goals through investment and use of your available assets. The subsequent monitoring of the investments and assets we agree to put in place is accomplished in several ways. Some of these tasks you will accomplish by opening accounts, transferring monies between accounts, etc. Other funding is from the management and growth of your assets as well as subsequent withdrawals, as necessary. For many clients, we provide money management services for the on-going financial planning and asset management needed to accomplish their objectives.