Our Services

Services Built around Your Goals

No two clients are alike. You have your own dreams, your own concerns, and your own starting point on your financial journey. That’s why we don’t offer you the exact same package of services that we offer every other client; the services we offer you are built around your goals and chosen to help get you where you need to go.

We call our goal-based planning process the GO Formula, and it’s designed to do three things:

Explore your goals.
Equip you with a plan that fits your objectives.
Embark on your unique journey.

The process itself is comprised of five simple steps that help us develop the tailored plan you need for your financial journey:

Understand You – We develop a relationship with every client so that we understand them, their needs, and what they hope to achieve.
Identify Goals – Once we know you, we can help outline clear, achievable goals that will be the foundation of our next step.
Develop Plan – Based on the goals we’ve set together, we’ll create a plan just for you, with clear steps to keep you on course towards your financial goals.
Implement Plan – We’ll take action together, helping you move forward with the plan we’ve created.
Monitor and Update – We know that plans can change. That’s why we constantly monitor our existing strategy and update it as needed to accommodate any changes to your life or goals.

We’ve developed this process through years of experience, working with clients with a wide range of goals and their own, unique stories. And we’ve found that, through this process, we can find a financial plan for anyone—and that includes you.

The Parts of the Plan

While building your financial plan through the GO Formula, we’ll recommend any services that we believe will benefit you on your journey. The services we recommend to you will be entirely unique, but we offer a comprehensive list of financial services to cater to as many clients’ needs as we possibly can. A few of the services we offer to help you along your financial journey include:

Financial planning
Tax planning
Investment management
Legacy planning
Retirement planning
Education savings
Social Security planning
And much more

Whatever wealth management services you need for your financial journey, Owens Financial Group can help. We build relationships with our clients, and believe in integrity, respect, open communication, teamwork, and excellence in all we do. Contact us today to learn more about our services, or to find a partner for your own financial journey.