Loomis Financial Consulting

Loomis Financial Consulting is a fee-only financial planning and investment consulting firm that focuses on the unique financial needs of professional individuals, modern families, and small businesses. We believe financial planning encompasses every season of life and our goal is to provide objective guidance for those seasons. Our perspective on financial stewardship is unique because we recognize that the dynamics of family relationships play an integral role in how clients view finance as a whole. We also understand that "family" is much broader than biology and can include our chosen families, our communities, even our professional ones. Our clients are amazing human beings with incredible goals and aspirations. Our job, is to bring direction, structure, and peace of mind to the journey of life. We believe life happens in seasons, each with their own set of distinct challenges and opportunities. Through our planning process, we navigate clients through the twists and turns of everyday life as we work towards achieving their long-term goals. We specialize in: - Empowering Young Professionals with the tools to pursue purpose driven careers by tackling student debt, creating budgeting strategies, and setting the foundation for financial freedom - Focusing on the unique needs of Modern Families by recognizing that relational dynamics play a key role in making financial decisions. Our goal is to provide clarity and confidence from beginning to legacy. - Developing retirement plan solutions for Small Businesses that integrate seamlessly into our planning process to ensure our clients are on track to meet their overall goals.

网站

https://www.loomisfinancial.com

Loomis Financial Consulting的外部链接

所属行业

金融服务

规模

1 人

总部

Glendora ，CA

类型

自有

创立

2017

领域

financial planning、Investment Consulting、Personal Finance、Family Finance、Retirement Planning、Cashflow Analysis、student loan debt、Budgeting和401(K) Rollovers