Broker Check

Our Approach

At Backbone Financial, we strive to build confidence in every chapter of our clients’ financial lives. For individuals, we accomplish this by providing truly comprehensive solutions that address all areas of your financial situation. For business owners, we offer personalized financial planning opportunities along with custom retirement plan analysis, implementation, and oversight.

We not only seek to advance your best interests, but we endeavor to take the guesswork out of your financial world.

Commitment to Individuals

We believe individuals and families deserve custom financial strategies that address their unique needs toward achieving their most valued goals. As your trusted advocate, we strive to maintain an unwavering commitment to care for you, your family, and for your financial wellness.

Though we are heavily invested in your financial health, our focus extends far beyond your portfolio. We pursue a deeper sense of understanding so that we can provide unparalleled service and responsiveness to your needs. Through understanding your current situation and identifying your most cherished goals, we endeavor to grow, preserve and protect your wealth through all stages of life.

Commitment to Business Owners

We are dedicated to helping business owners and executives improve the effectiveness of their retirement plans. Our independence enables us to work with countless plan sponsors and provide you with the best available options. However large or small your firm may be, we approach every retirement plan with the same high level of service and personalized attention.

Our team of client-centered advisors focuses on delivering timely and prudent guidance to help plan sponsors implement and maintain truly outstanding retirement strategies. Along with our total commitment to excellence in managing your retirement plan, we strive to enable you to focus on what matters most: your core business.