We provide financial advice in your best interest, developed just for you, at a terrific price.
The Essential Estate Planning Document You’ve Never Heard Of
Discover how a ‘Letter of Instruction’ simplifies your estate plan for loved ones.
Financial Planning
Basics
Retirement Planning, Social Security,
taxes, estate planning, and more
Sensible Financial Planning Guidebook
Learn about our lifetime approach to
financial peace of mind.
Financial Planning Basics
When you ask the Sensible Financial team to develop a financial plan for you, we don’t just look at your stock portfolio. We think about every aspect of your financial picture, so we can align your financial plan to your current and future needs and goals. We consider your assets and investments and how much insurance you need to maintain your current lifestyle. We help you live well while minimizing tax exposure. And we devise a strategy to make the most of your retirement, while enabling you to leave something for your loved ones.
Our financial plans are thoughtful, informed, and cohesive.
Recent Posts
TIPS ladder vs TIPS index fund: Advantages? Disadvantages?
TIPS can be a buffer against inflation, but there are TIPS ladders and index funds. Which method works best?
Read more TIPS ladder vs TIPS index fund: Advantages? Disadvantages?
Sensible Financial Adds Two New Team Members
The Sensible Financial team is constantly learning and growing. This month, we welcome new employees, Ellen and Brandon.
TIPS for Treasuries: Has It Worked?
In 2022, we strengthened client portfolios’ defenses against inflation by implementing a “TIPS for Treasuries” strategy. How did it go?