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Comprehensive Financial Planning

Informed Decisions. Better Results

When you make informed decisions, you tend to achieve better results.  Seems simple enough, right?  But for many, making informed decisions around their finances is a daunting task and few can say with any degree of certainty where their path will lead.  

At Tide Creek, we know that good financial decisions are made with care and extend well beyond where and how to invest your money.  That’s why we believe so strongly in comprehensive financial planning. 

Our financial planning process can help to take the guesswork out of managing your finances and will show you the implications of your financial choices.  When you follow a plan, make educated, data driven decisions, and have someone hold you accountable, you increase the likelihood that you will achieve your goals in life.

Many prospective clients are surprised when we say they don't need to bring anything to our discovery meeting and shocked when we don't ask how big their IRA is within the first five minutes of meeting them.  Because you are more than a balance sheet, our first priority is to get to know you, learn about your situation, and discover what you hope to accomplish through a relationship with us.  

Goals Focused. Data Driven

For an annual fee, we provide comprehensive financial planning to clients seeking a long-term relationship centered around sound financial decision making, that will help them achieve their goals.  Our financial plans cover may of the following topics but are all uniquely created to fit the individual needs or each client.

✦ Cash flow and budgeting

✦ Risk management and insurance

✦ Asset accumulation and investments

✦ Asset distribution and retirement

✦ Asset transfer and estate planning

✦ Business continuity planning

✦ "What-if" planning

✦ Real-time advice around major life decisions such as when to elect social security, retirement healthcare options, pension decisions and more.

Ready to feel confident about your finances?

Thank you!