Financial Planning

At Mestmaker & Petrey Wealth Advisors we feel that in order to establish and create a solid base for investing you must first develop a sound financial plan. A definition of financial planning is an investment professional who helps individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. The role of a financial planner is to find ways to increase the client's net worth and help the client accomplish all of his/her financial objectives. We look forward to helping you establish a sound financial plan for your future.

The following Flash presentation gives a quick overview regarding financial planning.

Please email or call us to schedule an appointment to develop your financial plan.