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Why We're Different

At Backbone Financial, our goal is to deliver solutions that empower you to live fully and retire with confidence. We are driven to simplify the complexities of the financial world and provide the assurance that your financial future is secure.

Motivated by your best interests, we work as a team to understand your unique goals and provide answers to your most significant questions:

  • When can I retire?
  • Do I have enough saved?
  • What is enough?            
  • Should I be providing smarter retirement plans?
  • How do I transfer my business?     
  • How can I protect my family’s resources?
  • How do I transfer assets to the next generation?

Whether you’re in the heart of your career, are approaching retirement, or are already retired, we can strengthen your financial life so you can live life to the fullest. We consistently leverage new technologies and state of the art financial strategies to provide you with the appropriate solutions, and we remain dedicated to providing you with the highest level of service. Prioritizing personal attention allows us to truly understand your specific objectives and craft tailored solutions toward achieving them.

As part of our founding philosophy, we help you in three key areas: creating comprehensive investment strategies that promote retirement longevity, utilizing lessons learned from market history and financial education to help you withstand periods of volatility, and vigilantly review and adjust your plans as your needs evolve.