Conklin Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life.
Conklin Financial Planning stands as a trusted ally during life transitions and retirement, offering objective financial guidance to individuals from diverse backgrounds. Whether you’re seeking ongoing advice or periodic support, our firm tailors its services to meet your specific needs.
Clients have the flexibility to engage with us in various ways, from comprehensive one-time consultations to as-needed assistance or continual, ongoing services. Regardless of the frequency, you dictate the extent of financial advice required and your desired level of involvement in the process. Operating on an hourly, as-needed basis ensures that our recommendations remain untainted by conflicts of interest, such as third-party compensation or commissions.
We specialize in the unique financial circumstances that our generations have been faced with including:
We specialize in addressing the unique financial challenges facing our generations, including
• When to collect Social Security
• Higher cost of Housing
• Higher cost of Healthcare
• Higher cost of Long term care
• The burden of higher debt levels
• Caring for aging parents/familyOur mission is straightforward: to provide competent, unbiased financial advice to individuals from all walks of life. Through meticulous planning, we aim to empower our clients to make informed financial decisions that pave the way for a secure and prosperous future.