Align Your Financial Decisions With Your Values
At Murdock Banner Financial Group, we believe in providing a level of care and excellence our clients and their families won’t find at other wealth management firms. Our approach to the financial planning process begins with an earnest conversation through which our team of financial professionals will explore your unique personal values. When we understand what’s most important to you, our team can help guide your financial plans and decisions to align with your vision of life and retirement.
Define and Pursue What Thriving Means for You
Knowing how to balance your financial obligations and desires can be confusing and often overwhelming. But this is where we truly excel. With the support of our entire team, your dedicated, caring financial planner will work with you one-on-one to help you identify, clarify and prioritize your financial goals and objectives in a way that actively supports your underlying values. We’ll help you uncover and refine your idea of what it means to thrive financially at every life stage.
Understand Where You Are Today
Your pursuit of the life you desire for tomorrow begins with a comprehensive understanding of where you stand today. Our knowledgeable team will assist you in evaluating your current circumstances as you share your financial information. We’ll explore, assess and even help you organize all the finer details of your financial life, including wills, trusts, tax returns, investments, insurance coverage, other assets, liabilities and more. The more you share with us, the more precise your financial plan will be.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
A Comprehensive Plan that Grows With You
Our personalized financial planning process results in a customized, comprehensive financial plan that’s designed to grow and change with you over the years. We’ll tailor your plan to suit your personal preferences, risk tolerance and time horizon. As your circumstances and goals change over time, we’ll adjust your plan accordingly. Ultimately, your unique plan will help guide you to and through the thriving life and retirement you desire.
Should You Borrow from Your 401(k)?
