John Kashmanian, CFP

At our financial planning firm, we understand that navigating the complex world of personal finance can be overwhelming. That's why we're here to provide you with personalized financial planning services that cater to your unique needs and goals. Our team of experienced professionals is dedicated to helping you make informed decisions about your money, ensuring that you're prepared for whatever life throws your way.

Our Commitment to You

We believe that the key to successful financial planning is building genuine relationships with our clients. We take the time to understand what makes you unique and what your financial aspirations are. This allows us to tailor our services to meet your specific needs and help you achieve your goals. Our commitment to you is unwavering, and we're here to guide you through the ups and downs of your financial journey.

Our Process

Our four-step process is designed to keep you on track towards reaching your financial goals. First, we listen to your concerns and aspirations, ensuring that we fully understand your needs. Next, we instill confidence in you by providing high-quality advice and guidance. Then, we make a plan that is tailored to your unique situation and goals. Finally, we help you stick to your plan, providing ongoing support and guidance as needed.

Services Offered

We offer a wide range of financial planning services designed to help you achieve your goals. These include:

• Personal Financial Planning: We help you create a comprehensive financial plan that addresses all aspects of your financial life, from saving for retirement to managing your daily expenses.

• Corporate Financial Services: Our team can assist you with employee benefits and retirement plans, helping you attract and retain top talent while ensuring compliance with all relevant regulations.

• Investment Management and Planning: We can help you make informed investment decisions, whether you're looking to accumulate wealth, protect your family, or preserve your assets.

• Retirement Planning: Our experts can help you create a retirement plan that ensures you have the financial resources you need to enjoy your golden years.

• Risk Management: We can help you identify and mitigate potential financial risks, ensuring that you're prepared for whatever life throws your way.

• College Savings Strategies: Our team can assist you in saving for your child's education, helping you navigate the complex world of college savings plans.

• Estate Planning: We can help you create an estate plan that ensures your assets are distributed according to your wishes after your passing.

• Major Purchase Decisions: Our experts can provide guidance on making major purchases, such as buying a new home or investing in a business venture.

Why Should You Hire a Financial Advisor?

Hiring a financial advisor can provide you with numerous benefits. For starters, we can help you create a personalized financial plan that addresses all aspects of your financial life. We can also provide ongoing support and guidance, ensuring that you stay on track towards reaching your goals. Additionally, we can help you make informed decisions about your investments, ensuring that you're taking advantage of all available opportunities while minimizing potential risks.

We Take the Guesswork Out of Planning for Your Future

At our financial planning firm, we understand that planning for the future can be daunting. That's why we're here to simplify the process and help you feel confident about your financial future. By working with us, you can rest assured that you're making informed decisions about your money and setting yourself up for long-term success.

We Keep You Top-of-Mind

From the minute you contact us, we prioritize your needs, always keeping you top-of-mind. We send periodic updates, schedule annual reviews and check-ins, and proactively reach out to you to ensure that you're on track towards reaching your financial goals. Our team is dedicated to providing you with the personalized service you deserve, and we're always here to answer any questions or concerns you may have.