Financial Planning Services

Understanding Your Financial Planning Goals

A well-crafted plan inspires confidence. Through working closely together, we must develop a big picture understanding of where you are now with your finances. That’s step one.

Only after understanding of where you are can we then examine the available options to your situation, and create a strategy for your financial goals.
As a fee-only financial planner, our compensation does not include commissions. This means we will never try to sell you on financial products or invest your money based on our financial gain. Our fee is based on a percentage of the amount of wealth we manage for you. So, your financial success is directly tied to our success.

How Murray Financial Services Can Help You

Some of the topics that come up often with new clients include:

Big Picture Financial Planning Goals

  • Achieving financial peace of mind
  • Protecting or creating family wealth
  • Having work become optional
  • College Planning
  • Estate Planning

Retirement Planning 

  • 401(k) Planning
  • 403(b) Planning
  • Setting a date for retirement
  • Pension decisions
  • Cash flow planning to create a paycheck in retirement
  • Establishing a safe spending rate

Reducing Taxes

  • Roth IRA conversions
  • Reducing capital gains

Our Process

Learn more about our process as your financial advisor:

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