Empowering Financial Strategies for Generational Impact

Our Approach

  1. We begin with you.

    Every financial journey starts with understanding who you are- you story, your aspirations, and your vision for the future. What matter most to you? What legacy do you want to leave behind for your family, business or community? We take the time to listen and learn, ensuring your priorities guide every decision.

  2. We Educate You.

    As we get to know you, we educate you on all the areas that we find gaps that are needed to change or implement to ensure you understand the plan we are going to create.

  3. We design with purpose.

    With your goals in focus, we craft a customized financial strategy tailored to your needs. By leveraging proven tools and innovative solutions, we create a plan that not only works for today but sets you up for long- term success.

  4. We adapt for your future.

    Life is ever-changing, and so are financial needs. Whether you are saving for a major milestone, planning for retirement, or ensuring generational wealth, we are here to ensure your financial plan evolves alongside you, adapting strategies as needed to keep you on track toward your goals.

Integrity and Clarity

At Changing Generations Financial, we pride ourselves on offering guidance that is rooted in integrity and transparency. Our only goal is your success. That means:

  • No unnecessary products or hidden agendas.
  • Personalized guidance every step of the way.
  • A partnership built on trust and clear communication.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

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Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

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Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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