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.
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.
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.
