What We Do
Financial Planning Made EASY = Your Life Made EASY!
Major life changes, planning for retirement, or simply deciding where to invest and
save your money, we can help you navigate all aspects of your finances.
We Are Your ‘FINANCIAL GPS’
We develop a customized road-map or ‘Financial GPS’ to help guide you towards your financial and life goals.
It’s never to too early or too late to create a route and identify your financial destination. By developing good financial habits such as saving, budgeting, investing and doing ongoing financial planning, you will be better prepared to handle emergencies and life changes.
Starting Out
Starting Out
It is the most exciting and the most terrifying time in your life. Your energy levels are high but you are not 100% sure how to start. You hear stories from the ones that love you that if they had the chance to be young again they would do things differently. They talk about things such as your first mortgage, raising children, college planning, retirement savings and the list goes on. The one thing that bothers them the most is, they did not partner with someone when they were young and did not plan correctly.

The opportunity to plan with a CFP® will start you on the right road. You will have a partner that will have your best interests in mind and will talk to you about all your concerns, not just the investment plan. We take the time to walk you through how to build your life. The best time to start is now and let’s build your future together. It is never too late to plan correctly!

Settling Down
Settling Down
You made it out of the starting out phase of life! Yeah! Life is moving along nicely but there are always challenges along the way. You may be juggling a mortgage; kid’s school expenses are ever present and at the same time you want to make sure you are doing proper retirement planning. This is the time we sit down and go over the short and long term goals and do some cash flow management to make sure you are on track. We get farther into topics such as college planning, retirement planning, estate planning and tax planning. Having been through this time of life, you will never feel 100% sure that everything will be ok... this is a normal feeling for most people at this stage of life. It is a choice to have the assistance of a CFP® Professional to help guide you through the most challenging and rewarding time of your life.

Let’s Get Started - It is never too late to plan correctly!
Entering Midlife
Entering Midlife
The concept and timing of Midlife has changed drastically in the past 25 years. Here is where we really start to plan for what you truly want out of life. The discussions get more serious, but they also become more fun. We talk about how we get to your dreams and at the same time talk about realities. The discussions will revolve around how we move towards your retirement period. The topics involved will be on subjects such as Retirement planning, Long-Term and Medicare planning, Estate Planning, and protecting your income during retirement.

Let’s Get Started - It is never too late to plan correctly!
Retirement
Retirement
Yes- You made it! Now, how do you turn your nest egg into income?

You have finally made it to the retirement finish line! Or is it the starting line for the longest period of unemployment you will have in your lifetime? You have worked hard to save and prepare but how do you turn a nest egg into income? What about your Social Security and Medicare questions? What about expenses in retirement? How do you plan for Medicare, Long-Term care and housing? You have dreamed of taking trips and seeing the world or just having time to take up that hobby. We can work with you to develop a plan that takes all of these questions into account. When you take the time with a CFP® Professional we will answer these questions for you as a team. Let’s work together to make this the best time of your life. It is never too late to plan correctly!

We're Ready! How Do We Get Started?
Let's meet in person. Contact us to schedule our first face to face meeting.
The first meeting is a chance for us to get to know each other. The process of talking about money is
a very personal experience and one that should happen in a comfortable environment.

Here are some tips to help you make the most of your introductory meeting with us:

Set Aside Some Time

Set Aside Some Time


No two meetings with a Sutherland Financial Planning Group planner are the same, but the first one will take some time. Be prepared for a lengthy discussion about your finances to help your planner get started.

Think About Your Goals

Think About Your Goals


There’s no avoiding this question - your planner will ask about your financial goals in detail and likely ask you to prioritize them, too. Take time before your meeting to consider your top short- and long-term goals.

Prepare to Be Open

Prepare to Be Open and Honest


Your planner needs to have a comprehensive understanding of your financial life, as well as your attitude toward risk and experience with money management. Depending on what services you've asked for, your planner may analyze your assets, liabilities and cash flow, current insurance coverage, investments and/or tax strategies.

Work Through the Details

Work Through the Details


Once your planner understands your financial situation, they will outline a process for developing their recommendations. Before you proceed, make sure to discuss fees, potential conflicts of interest and details of your working relationship. And don’t be afraid to ask your planner the tough questions.
Come Meet Us, Building Your Future Together
Our goal is to provide you with sound advice and a comprehensive plan that can help you manage your wealth and achieve your financial goals.

We've helped so many people just like you! What are you waiting for?

Call us at 727-600-8022
Note: Sutherland Financial Group regularly holds free educational seminars and classes.
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