Planning With Purpose For Real

Why Plan With a Purpose For Real?

Define your goals

LIFE IS SHORT. LIVE PURPOSEFULLY

Don't invest and hope for the best, be specific! For example, have you determined how much income you will need during retirement and you will accumulate and distribute funds efficiently? How will taxes impact you today or tomorrow? Could changes today provide more peace of mind?

LIFE IS SHORT. LIVE PURPOSEFULLY

- Life can only be understood backward, but it must lived forwards

-Sören Kierkegaard

Determine your goals.

Plan accordingly.

Execute efficiently.

comprehensive fiduciary planning

LIFE IS SHORT. LIVE PURPOSEFULLY

comprehensive fiduciary planning

Financial plans involve more than just investment selection. Incorporating efficient saving and income planning with special focus on tax implications for now and in the future.

Nate Lovik

CERTIFIED FINANCIAL PLANNER™

Chartered Special Needs Consultant™

Accredited Investment Fiduciary™

Contact Us

consultations at no charge

Our initial meeting will be a simple conversation to get to know each other. You'll learn about our processes, services, and potential costs. We'll get to better understand you and your goals. My mission strives to provide transparent and realistic financial plans that are understandable and purposeful.

Planning With Purpose For Real

Call today at 888.526.8755

Hours

Hours are flexible and by appointment only

Advisory services offered through Strategic Asset Management, LLC.(SAM) a Registered Investment Advisor. SAM and Planning With Purpose For Real are not affiliated.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Form ADV Part 3