The financial experts at Mares Financial Planning deliver competent advice and value simple processes and candid conversations.
Our client-service process includes:
- Taking the time to understand your goals.
- Determining where you are.
- Developing a plan for the future.
- Implementing action steps.
- Tracking progress and revising actions as needed.
As an independent advisor, we offer investments and insurance from several different companies.
Securities and advisory services offered through Packerland Brokerage Services, Inc. an unaffiliated entity. Member FINRA and SIPC.