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Why We're Different

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Serving Businesses, Business Owners & Persons with pensions

Sound financial planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, we develop comprehensive strategies for clients that allow them to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring financial plans to fit your current situation while providing a foundation for future growth. For individuals, we provide a holistic menu of services to integrate and align your financial life. For business owners, we provide custom retirement strategies to enhance the culture and longevity of your firm.  

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Our Founding Mission

Financial planning should inspire confidence, not confusion. At Backbone Financial, we empower clients to make financial decisions from a position of strength. Our founding mission is to deliver a truly personalized financial planning experience that advances your wealth, strengthens your financial knowledge, and enhances your confidence in tomorrow. 

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Your Financial Future

At Backbone Financial, your financial goals are our top priority. Whether you’re in the heart of your career, are approaching retirement, or are already retired, we are committed to securing your financial life.

With nearly two decades of industry experience, our team works closely with families, business owners, and executives. Since our inception, we have found that one element remains crucial to success: the importance of truly understanding our clients’ unique situation, needs, and goals. As your strategic partner, we dedicate our knowledge and expertise toward advancing your financial independence, strengthening your business, and establishing a legacy for generations to come.

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Your Independent Advocate

As a financial planning firm, we implement proprietary financial planning software and our retirement income illustrator to provide an unbiased look at our clients’ finances.

Through this advanced approach, we ensure each of our recommendations and strategies are based on raw and objective data, rather than on a bias towards a particular product.

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Download Our Free Retirement Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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