946 Hill St
Profectus Planning Process
Profectus Financial Partners offers unbiased and holistic financial planning services for a fee. As fiduciaries, we put our client's interests above our own. The PFP planning process is comprised of three distinct phases.
If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy.
Only 23% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.
Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs. With no hard sells or complicated jargon. We promise.
It only takes a few small steps to determine if the Profectus Planning Process is for you.