Services

Our holistic financial planning services take a comprehensive approach to your finances, taking into account your values, goals and objectives for the short, intermediate and long term, as well as your current financial situation. We’ll design a financial roadmap to help you pursue the lifestyle you desire for today and tomorrow. Delivering your personalized financial plan, however, is not the final product. We aim to serve as a lifelong financial partner, helping to prepare and guide you through whatever challenges and opportunities arise.

Retirement planning is an area of specialty for us. We take a holistic approach to helping you determine your retirement readiness. This retirement readiness assessment measures your preparedness and enthusiasm in the five areas of retirement success: Social, Health & Nutrition, Personal Relationships, Self-Identity, and Financial. In addition to this helpful assessment, we provide in-depth investment, fixed income and cash flow planning, as well as planning to help early retirees account for healthcare gaps.

As an independent wealth management firm, we have the ability to choose from all investments products in the market. We do not push products, and we are an open book when it comes to how we are compensated for our investment management expertise. Our experienced team of financial professionals will provide you with independent investment advice and strategies that are best suited to your goals and preferences. As a part of this service, we’ll consistently monitor your progress toward your goals, communicate with you and make adjustments as needed based on the market and your changing circumstances.

Estate planning is an essential component of your overall financial plan, and it is one of the best things you can do for your family and legacy. Our Wealth Management Team will coordinate with you and your legal representative to guide you through all the necessary questions and steps to help you prepare an effective estate plan. We can also review, summarize, and assist in updating existing plans to help ensure that your estate plan reflects your latest circumstances. Let us help you preserve your legacy the way you envision while protecting your loved ones from unnecessary administrative and financial burdens.

You’ve worked hard to get where you are today. Proper insurance planning can help protect you, your loved ones, and the life you’ve built for them. Our Wealth Management Team can help you assess your risk exposure and find the most appropriate coverage options to help protect you and your family from the potential financial devastation that life’s more unfortunate events can cause. We offer insurance planning for term, universal life, whole life, long-term care, disability, and more as a supplement to your overall financial plan. 

At Murdock Banner Financial Group, we’ll help you keep more of what you earn through our effective tax planning. We’ll help you identify opportunities for additional tax savings and effective tax strategies for your unique situation. By coordinating with your tax preparer, we’ll help ensure your plans are carried out. As each new tax season approaches, we’ll revisit your situation to make any necessary adjustments in response to your changing circumstances and the latest tax laws.

The costs and variables of higher education can present challenges for many families, but the opportunities it can afford your children and grandchildren are invaluable. Through our education planning services, we can help you project education expenses, set specific goals, and select appropriate savings and investment vehicles, such as 529 college savings plans. Let us help you open the doors of opportunity to the next generation. 

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