Our team is committed to helping you sort through the confusion that comes with managing your finances and prioritize what will make your future easier.
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At Squigley Financial, we understand everyone is in different phases of their lives. Whether you are a newly wedded couple or looking to retire, we'll work with you formulate the best plan of action for you.
Helping investors from every background
You worked for it, make sure you can enjoy it.
Now that you've taken the next step in your relationship, let us help you take the next step with your money.
Let's talk about how your taxes could affect your financial plan.
Furthering your education comes with a price tag, but shouldn't be an obstacle. Study with us to form an A+ plan so you can focus on your classes.
Get to know the team here at Squigley financial. If you're looking for a bit of insight on who we are, click the button to learn more about who our team members are.
When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.
Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.
Make a plan and keep it on track
Goal-setting, cash flow, and risk management
Plan for every phase of life
Keep your money working for you
Set up a meeting so we can chat about how we can help you.
Make sure to bring your documents and information so we form the most beneficial plan for you.
Stay in touch! Let's meet up to make sure you're on the right track or want to make changes to your plan.
Putting the Big Picture Together
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Feel free to reach out with any questions or concerns ypu may have or if you just want to catch up!