Comprehensive financial planning advice is also available on a one-time or ongoing basis.
Because your investments are only a portion of your overall financial picture, Natural Investments advisors can help you think through larger financial decisions that are impacted by your investment strategy. While we do not give legal, insurance, or tax advice, we can assist in development of a comprehensive financial plan. This may include any or all of the following: analysis of present position, holistic goal-setting, risk and insurance assessment, and tax, college savings, retirement, and estate planning in the context of financial and investment advice. The planning process will consider your goals, financial position, and social and ethical priorities.
Please visit our financial advisors’ pages to see who provides financial planning services, including those who maintain the Certified Financial Planner® certification.