As a CERTIFIED FINANCIAL PLANNER^® and Certified Wealth Strategist^® Professional, I sit down with my clients, individuals and business owners, to discuss their current financial situation and help them define their goals.  I analyze their situation and provide a financial plan that is tailored to their needs. This plan is a clear, prioritized set of financial strategies that will help you navigate your way to financial independence.  

This plan addresses many issues like reducing insurance and investment costs, managing risks, minimizing income taxes, designing a carefree dignified retirement, college planning for children or grandchildren, or building an estate to pass on.

I believe that good financial decisions don't have to be confusing.  I can provide simple proven techniques that can help you make the most of your money and help achieve more of your financial goals. 

There are many facets to a comprehensive financial plan. To insure the most complete solution, I often assist my clients in hiring additional resources (Tax Professionals, Attorneys, Third Party Money Managers, etc...) working together, as a team, to develop the best possible plan for success.

Janet J. Montgomery, CFP^®, CWS^®adheres to the Code of Ethics as published by the Certified Financial Planner Board of Standards. To learn more about this Code of Ethics and how to choose a Financial Planner, please visit the official web site of the Certified Financial Planner Board of Standards at CFP Board.
 

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The basic principles that guide my practice are Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence.  I work with the best interests and goals of my clients in mind at all times.  I believe in educating my clients and my service oriented approach to Financial Planning means that I meet with my clients at their home or business, where they keep their records.  I help them to organize and prioritize the many facets of their finances.