Financial Resources
to get what you want out of life.
Take our New Client Assesment to see if we can help you.
Full Financial Planning Clients Access Your Client Portal
Services Tailored To You
Transparent Solutions throughout your Financial Journey
Full Financial Planning
We work with you on an ongoing long-term basis to use your financial resources to define and achieve your life goals.
Financial Review
One-time planning session of up to 3 hours where Long Financial Planning provides advice on planning concerns that you choose.
For Employers
Looking to start a 401K plan? Want to improve your plan with lower cost and better options? We Can Help!
Work with Long Financial Planning is different!
I am a Fiduciary, and a CFP® which means that I put your interests first.
I do not sell products, just advice. I never receive any commissions, kickbacks, or third party compensation. All the income I receive comes directly from my clients as it should be. This allows me to provide you the advice that is in your best interest.
I do not sell products, just advice. I never receive any commissions, kickbacks, or third party compensation. All the income I receive comes directly from my clients as it should be. This allows me to provide you the advice that is in your best interest.
Take our New Client Assessment
and see if we can help you.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.”