6710 Winkler Rd. Suite 3
Fort Myers, FL  33919
239-489-3080

Managing Client Needs with Care, Professionalism, Integrity and Timeliness.

Financial Planning

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Financial
Planning Tour
of Mr. DieBroke

Financial
Planning Tour
of Mr. Spender

Investment
Management

Contact Us

We work for our clients, not some Broker/Dealer who supplies investment products.  We start with a simple concept ...a question.  What do YOU wish to achieve?  Once we understand your goals and your expectations, we work with you to define that understanding into a working plan, and then to refine that plan over time.  Only then can we recommend actions to achieve your goals.  If investments are indicated, we suggest only no-load funds, bonds, CD's or other low cost alternatives where possible.

Financial planning projections look at the client's unique cash-flow needs on an after-tax basis.  Clients say the most important benefit is that with knowledge, comes 'Peace of Mind'.  For example we might validate to a client that his or her desired lifestyle is secure, including a sufficient financial cushion.  Or perhaps the client may achieve life goals while reducing market risk in their investment portfolio.  In other cases the future is not so bright, but with planning we can extend a comfortable lifestyle much further into the future.  We work with our client's priorities.

Our Financial Planning Tour provides a graphical illustration for two financial plans, which shows how we help each client understand their integrated life plan.  Review "Mr. DieBroke" to see how we helped him solve for a particular lifestyle, or "Mr. Spender" to see how our analysis changed his goals. 

Along with a graphical presentation, we provide year by year detail so the client can understand his tax and cash flow implications, to help monitor his performance.  If you would like to see the detail, please contact us.

Mr. Spender  -  Mr. DieBroke

                   Our Goal is To Contribute to our Clients' Success
                                           by serving as their most valued planning resource.

Have a Question?  Drop us a line!
Voice 239-489-3080
Fax 239-489-2260
email   info@customfinancialplanning.com