The financial experts at Mares Financial Planning deliver competent advice and value simple processes and candid conversations.
Our client-service process includes:
- Your Story: Taking the time to understand your goals.
- Current State: Determining where you are.
- Action Plan: Developing a comprehensive plan for the future.
- Implementation: Implementing action steps.
- Revisit: 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.