Financial Wellness Services
Learn how to manage your finances like a pro
We know that reaching ambitious financial goals may feel overwhelming and, for some, it is uncharted territory. That’s why we’re excited to offer financial wellness services through our partner, Creative Planning. Working with a dedicated Financial Wellness Consultant can help you develop the road map to achieve your short-term financial goals as well as your retirement goals.
Meet your Financial Wellness Consultant
Carl Barton, CFP® has over 30 years of experience helping individuals improve their financial health. When you work with your trusted financial consultant, you’ll be able to get advice and guidance for navigating any financial situation or concern such as:
- Am I on track for retirement? How much should I save?
- How can I take advantage of tax-efficient investing?
- Do I have the right insurance coverage?
- Student loan strategies
- Estate planning and strategies
- How should I be investing now for retirement?
All of the financial wellness services offered through Creative Planning are free and completely confidential.
Get Started on Your Path to Financial Wellness
Click here to book an appointment with Carl and take the first steps toward improving your financial outlook today.
Other Ways to Learn
Through the Creative Planning program, you have access to a complete library of online offerings.
Below are a few to get you started:
- Browse the latest posts on financial planning, investing, taxes, insurance, and estate planning
- Listen to the Rethink Your Money podcast for the most up-to-date information on investing, taxes, estate planning, and other areas that impact your financial life
