Ever wish you could bring that big box of financial stuff into the office and yell help? Have you saved enough? Will your investments adequately provide for a home, college education or retirement? What is your planning number? We all lead busy lives and after meeting the demands of the day often have little time or energy left to maintain our financial planning efforts.
And we are the founders of C3 Financial Strategies. As a Registered Investment Advisory firm C3 Financial Strategies believes in being a contributing team member while partnering with the other professionals in your life to secure an improved state of financial well-being.
C3 is prepared to assist by:
Working with you to develop an individual comprehensive financial plan for your goals and needs.
Addressing areas of risk and managing investments while remaining focused on your objectives.