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Companion Financial can help take the guesswork out of financial planning. We offer a variety of services including risk management, employee and business owner planning, and retirement planning. We'll work with you one-on-one to create a personalized plan that fits your unique needs and budget.
Risk management planning: Companion Financial can help determine your financial risks – including disability, illness, and property damage – and recommend the best products to mitigate those risks.
Employee and business owner planning: We'll guide you through the process of determining appropriate executive compensation and choosing the right benefits for your company while staying compliant with relevant tax codes.
Charitable planning: We offer tailored advice on the best way to structure your donations, whether it's through trusts, life insurance policies, or other products. We make giving back straightforward, so your kindness makes a big impact.
Retirement planning: Offering comprehensive retirement planning services that will help you save for the future and achieve your financial milestones, so you can enjoy retirement on your terms.
Elder and chronic illness planning: Companion Financial helps clients understand the various care and housing options while developing a plan for financial expenses. Our goal is to make sure that you are taken care of, both medically and financially, no matter what happens.
Education planning: Together, we can create a savings strategy that will help you meet your child's educational goals while still meeting your retirement goals.
