Financial Planning

You want peace of mind that your family is on track to achieve its financial goals. To accomplish that, you need a rock-solid financial plan.

At the core of your engagement at Aurum is a comprehensive financial plan guided by our team of seasoned professionals. The plan we develop for you serves as the bedrock of our relationship—and it empowers you to become the CEO of your money.

A properly developed and executed financial plan aligns your specific financial goals with strategies designed to achieve them. As part of our financial planning process, we thoroughly research and analyze your unique situation and leverage our firm’s deep bench of Certified Financial Planners®, investment strategists, tax professionals, business consultants and insurance specialists to deliver advice and plans that provide a realistic approach to achieve your goals.

In the end, your financial plan will empower you to control your finances and assume the role of being an effective steward of your money.

Why Aurum Financial Planning Services?

At Aurum, our world centers on you. We take an active role in helping you develop a personalized financial plan. This includes:

  • Retirement planning
  • College planning
  • Business succession strategies
  • Liability and debt management
  • Insurance analysis to mitigate the risks associated with death and disability
  • Tax and estate planning
  • Managing your financial behavior and emotions to keep your plan on track

Helping our clients achieve their financial goals is the mission of Aurum. If our clients feel we have increased the probability of achieving their financial goals, then we have done our job well. 

Are you searching for a leading financial planning and investment advisory services firm? Please call us at 866-605-1901 or complete this form, and an Aurum representative will respond shortly.

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