Salvini Financial Planning

At Salvini Financial Planning, we are dedicated to helping you achieve your cherished goals. We do not sell financial products or accept commissions of any kind. Our sole focus is providing you with strategic wealth planning and investment management that helps you achieve your cherished goals. We are proud to be one of only 1% of advisors providing financial advice on a Fee-Only, Hourly basis. We receive no commissions, sell no products, and do not require a minimum.

Our mission is to empower you to make good financial decisions that will pave the way for you to accomplish your cherished goals and enjoy peace of mind. We believe that your plan is unique to you, and we strive to understand you and your vision for a meaningful life. We then work in collaboration on the financial steps that will bring you success and peace of mind.

Our Philosophy

We understand that your financial plan and the management of your wealth is based on your unique goals and aspirations. Therefore, we seek to optimize financial opportunities in a sustainable and tax-efficient manner to build your wealth and prosperity both in financial and human terms. Our objective advice and personalized plan are designed to meet your specific needs and help you achieve your goals.

Our Process

We devote the time needed to get to know you and what matters most to you. We understand that every individual has different goals and aspirations, and we work in collaboration with you to create a customized plan that aligns with your vision. Whether you are clear in your direction and path, or need assistance determining the best approach, we are available to provide action plans to best suit you.

Our Services

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

• Financial Planning: We help you create a personalized financial plan that aligns with your goals and aspirations.
• Investment Management: We provide strategic wealth planning and investment management to help you achieve your financial objectives.
• Retirement Planning: We help you plan for a secure retirement and create a sustainable income stream.
• Education Funding: We assist you in planning for your children's education expenses and creating an education fund.
• Business and Property Investment: We help you navigate the process of investing in a business or property and creating a successful investment strategy.

Our Team

Our team is dedicated to helping you achieve your financial goals. Our principal, Brooke Salvini, is a PERSONAL FINANCIAL SPECIALIST with a business background, CPA expertise, and a unique appreciation for her clients' varied perspectives and ambitions. Our project manager, Chris Salvini, works closely with Brooke to ensure that all client needs are met and that every client receives personalized attention and service.

Our Mission

Our mission is to empower you to make good financial decisions that will pave the way for you to accomplish your cherished goals and enjoy peace of mind. We believe that your financial plan and the management of your wealth is based on your unique goals and aspirations, and we strive to understand you and your vision for a meaningful life. We then work in collaboration on the financial steps that will bring you success and peace of mind.