Making Plans Together with Guidance and Direction
We take a comprehensive, objective-led approach to financial planning. We put together all the areas of focus to create a plan that is built just for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.
Your dreams and objectives are uniquely yours alone. We understand that you are an individual with your own commitments and priorities, and that understanding drives everything we do with you and on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning to start a business or plan for your last day of work, we can lay out a path that is designed to lead to your preferred outcome.
IF YOU WANT TO KNOW IF YOUR ADVISOR IS WORKING IN YOUR BEST INTEREST, ASK THIS QUESTION:
“Are you a financial advisor who acts as a fiduciary 100% of the time when it comes to my investments and recommendations?”
At OverShare Advice and Planning, the answer is “yes,” but believe it or not, we are in the minority. Many financial advisors are brokers; in fact, about 90% of advisors are not required to act as fiduciaries at all times when it comes to providing investment advice and recommendations or suggestions for you.
Meet with us. Then you’ll see how our approach is built with purpose.