Financial Planning

Client Centered

Client Centered

Financial plans should not be templates or “cookie cutters.” Each plan is created to meet the specific needs of a person's financial situation. The areas we focus on in a financial plan are:

  • Retirement Planning
  • Risk Management
  • Investment Planning
  • Social Security Analysis
  • Tax Reduction Strategies
  • Education Planning
  • Estate Planning
  • Any other short-term or long-term goals

A financial plan document is developed to meet a person’s short or long-term monetary goals based on that person’s current financial/monetary situation. The document contains strategies to achieve those goals outlined in the plan.


Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jrauguth@immaculatewealth.com | (480) 776-3511