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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Why We're Different

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Serving Businesses, Business Owners & Executives

Serving Businesses, Business Owners & Executives

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

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

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 Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.