Financial Planning

Financial Planning

Financial Planning

At Storey & Associates, we are committed to thoroughly understanding our clients’ financial needs and circumstances in order to provide objective financial counsel that serves their best interests.

Regardless of the specific financial needs or goals to be addressed, we typically begin our client relationships by developing a comprehensive, fully-integrated financial plan to guide future decisions. We work with you beyond the numbers to clearly define your goals, aspirations and vision of life, both now and in the future.

Although each client is unique in their planning needs, we utilize a structured process to develop and deploy a customized plan to address all of your planning needs. Areas of planning may include: 

  • Income Tax Optimization
  • Education Funding
  • Cash Flow and Debt Management
  • Insurance Planning and Risk Management
  • Investment Planning
  • Asset Protection
  • Employee Benefit Planning
  • Estate Planning


In addition to working with you and your advisory team to fully implement your plan, we will review it periodically to ensure you remain on track and advise you of any adjustments that need to be made. 

Still unsure what to expect as you move forward with the financial planning process? Allow us to better explain with a meeting-by-meeting guide to Getting Started


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