LEAVE A LEGACY WITH A CLEAR FINANCIAL PLAN
Financial planning for
Every Moment
We help you make wise decisions about your resources and focus on your financial goals.
Build financial Confidence
Get Clear Retirement Plans
Work with Fee-Only Advisors
clear financial direction from advisors you can trust
With so much information out there, it can feel impossible to know what you’ll need to retire comfortably. Without guidance and and an advisor on your side, you could:
- Work longer than you expected
- Lose thousands of dollars to advisor commissions
- Outlive your money without a clear retirement plan
- Remain unsure about when you can comfortably retire
-
Rely on your kid's instead of leaving them with a legacy
- Be unable to leave a legacy
It shouldn’t be this way. We’ll help you plan for your personal financial goals and reach retirement with confidence.
Feel confident in your financial future
Find clarity and confidence with Financial Advisors that prioritize your goals first, always.
Gain Clarity in your Financial Plan
With your financial goals in mind, we’ll work together to build a clear plan so that you know each next step.
Align your Plan with your Goals
We know that things change. When your life changes and you need to update your financial goals, we’ll walk with you to update your financial plan to reflect what’s most important.
retire with confidence
As retirement approaches, you’ll be confident that your money will outlive you, not the other way around.
We are fee-only advisors
Your Best interest is our first priority.
We know how complicated and intimidating it can be to manage your finances with a clear vision for the future. For over 25 years, we’ve helped our clients navigate all of life’s changes and feel confident in their finances every step of the way.
EXPAND FINANCIAL GROUP SERVICES
How we help you plan for your financial future
Investment Planning
Investment strategies are critical to financial planning, but can feel like an intimidating piece of the puzzle. We’ll help you find the most appropriate investments for your goals.
Tax Planning
Tax planning is an essential part of your greater financial plan. We’ll help you find ways to limit your tax liability to fund your ideal life.
Retirement Planning
We’ll help you retire well by evaluating your income goals and actions we take to get you there. When retirement comes, you’ll be confident in your financial future.
Prioritizing Generosity
As Christians, we believe that we have been called to give generously. We work with our clients to align their financial and generosity goals so that they can leave a legacy and make a greater impact for the Kingdom.
SIMPLE STEPS TO A CLEAR FINANCIAL PLAN
Reach retirement with more than you need
Step 1
we discover your goals
We meet to figure out where you are now, and where you want to be in the next 5, 10, 15+ years.
Step 2
We Create a Roadmap
We’ll build you a personalized financial road map, so we can take actionable steps toward your goals.
Step 3
Follow up and follow through
Sometimes, financial goals change and we need to adjust the plan. We’ll walk with you every step of the way.
Leave a legacy with a strong financial plan
At Expand Financial Group, we know that you want to leave a legacy for your family and give generously to organizations you believe in. But with so much information on the internet, you’re not sure how to care for your finances in a way that would sustain you in retirement and help you make a difference in your community after you’re gone.
Your money should outlive you, not the other way around. Which is why for over 25 years, we’ve helped manage our clients money so that they can reach their retirement and charitable goals.
Simply schedule a consultation call with us. We’ll create a personalized financial road map to your goals. Finally, we’ll walk with you to make the most appropriate financial steps to reach those goals.
So, schedule a consultation and we’ll get to work preparing you for a bright and generous retirement.