Families & Individuals

Our approach to you and your family’s needs are unique, providing personalized and innovative solutions to help you unlock your potential and realize your vision. With over 30 years of experience in working with families and individuals, our solutions are tailored to address the complexities of your situation. Whether you’re just starting out and needing to develop a financial plan, building wealth and need wise investment advice, or are looking to engage your community through philanthropic means, Plan Financial will help you and your family get from where you are to where you want to go.

Investment Advisory

C.S. Lewis once said, "I believe in Christianity like I believe in the sun: not only because I see it, but because by it I see everything else." Lewis's point was this: his most fundamental beliefs were not something he could prove, but instead were the lens through which he viewed everything.

Wealth Planning

Managing wealth isn’t just about investing money; nor is it, as many advisors believe, about finding the best product. Insurance and investment products may satisfy specific needs, but they often fail to support ever-changing needs and a coherent vision for how you want to live.

Family Office

If you are a family with significant resources, you probably work with experts in many fields who assist in growing, retaining, and managing your resources. Without coordination, however, you may easily receive contradictory or inconsistent information. A lack of communication between various professionals can often result in discordant plans, negatively effecting your relationships, the preservation of wealth, and inter-generational success

Insurance

Spending time and money protecting your financial and physical well-being is difficult enough without having to deal directly with the highly complex, highly regulated, and often frustrating insurance industry itself. To make matters more challenging, insurance brokers may only seem interested in getting you to sign up and then offer little to no further assistance when issues inevitably arise.

Philanthropy

"We make a living by what we get. We make a life by what we give!" ~ Winston Churchill Wealth is accrued by setting goals and diligently working towards them. Often times, however, people don't take the same approach to their generosity.