Fee-Only Financial Planning
Knowing that your life may continue on for decades past your retirement puts the importance of planning into perspective. The cost of a good education has never been greater than it is now, and individuals are increasingly responsible for their own financial security.
The need for a personalized relationship with an experienced financial advisor is critical.
We are here to help you – Providing the attention, accountability and expertise you need to develop confidence in your financial future. Planning for the future doesn’t just involve a calculator or a spreadsheet. It calls for asking the right questions. It requires time. It requires attention. And it requires care. The advisors at Lucien, Stirling & Gray have purposefully created a close-knit family environment to help you relax, think deeply, and clarify your most important lifetime objectives.
How It Works
Our Financial Planning Process consists of six steps, as recommended by the Certified Financial Planner Board of Standards. We start with a complimentary consultation and build from there.
If you choose to utilize our asset management services, we will handle all the details of account set-up, asset transfers, investment policy design, and portfolio allocations. As your fiduciary, we will serve your interests, and do everything in our power to maximize your sense of trust and comfort.