Conklin Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life.
Whether you seek advice on a regular or periodic basis, we can provide the level of service appropriate for your needs. Clients have the flexibility to engage us for a comprehensive one-time only basis; to as-needed; to continual, on-going services. Either way, you decide how much financial advice is appropriate and the level of involvement you want to have in the process. Since we work on an hourly, as-needed basis, there are no conflicts of interest regarding third party compensation or commissions to color our recommendations regarding the products or services we recommend.
We specialize in the unique financial circumstances that our generations have been faced with including:
• Higher cost of Education
• Higher cost of Housing
• Higher cost of Healthcare
• Higher cost of Long term care
• Higher amount of debt than previous generations
• Caring for aging parents/family
Our mission is simple: to provide competent, objective financial advice to people from all walks of life. Through professional planning, we seek to assist our clients in making informed financial decisions.