We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

 

At Bortz Planning Group, we strongly believe that meaningful financial planning is only possible once a strong advisor-client relationship has been established. Our disciplined, 4 step process focuses on you, your vision, and any concerns or challenges that may be encountered along the way.

  • Step 1: Get to know you, your family and current financial situation. Only once this is achieved can we work to develop your personal financial roadmap.
  • Step 2: Evaluate and determine what investments are needed to help you achieve your life and investment goals. To do this, we will utilize our state of the art Goal Planning and Monitoring system. This innovative system helps weigh your goals, evaluate the probability of reaching them based on current asset allocations and provides a way to manage progress.
  • Step 3: Communicate and Implement the plan. This step only takes place once you, the client are comfortable and knowledgeable on every part of your portfolio.
  • Step 4: Manage progress. Life and financial situations change, and for this reason it is critical to manage and review your plan.

A financial plan is only effective if it is an active document. Much too often, financial plans are adopted and filed away never to be seen again. We, at Bortz Planning Group know that financial situations change as do objectives. By engaging in our 4-step process, our team works closely with clients to help ensure that your plan stays up to date and in line with your current situation.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.