Other Planning Services

Because You Can Never Plan Enough

Navigate Your Financial Path with Custom Planning Solutions

Understanding that each individual’s financial path is uniquely their own, we personalize our advice to reflect your specific dreams and goals.

Whether you’re in the process of building a diverse portfolio, approaching the calm before retirement, or adjusting to life after your career, our planning services are carefully crafted to your financial journey, helping to ensure it fits with your overarching life ambitions.

Other Planning Services by Riverbend Wealth Management

Schedule a No Obligation Complimentary Assessment Today

“We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend…”

– John Houck

“We met with Jeremy today for a free consultation. He is awesome! Gave us some great short-term and long-term advice on retirement planning. No sales pitches or pressure to use their services. We really felt like he just wanted to help us. Highly recommend!”

– Jean Hiers

“I highly recommend Jeremy & his team at Riverbend Wealth Management. This team is honest and conduct business built on integrity and a high level of customer service.”

– Daniel Grossi

Other Planning Solutions

Exploring Your Financial Landscape

The cornerstone of our relationship begins with dialogue. This planning process helps synchronizes the facet of your financial blueprint with your life’s ambitions and goals. This exploration phase is characterized by key inquiries, including:

  • What visions do you hold for your financial future?
  • Are there pressing financial challenges you’re currently facing?
  • How do you imagine your lifestyle in retirement?

Core Values of Riverbend Planning

Client-Centric Approach

We have a fiduciary duty to put our clients interests, goals, and aspirations at the forefront.

Holistic Financial Solutions

Providing wealth management that aims to integrate various aspects of financial planning, from investments to taxes, to help develop a cohesive and effective strategy.

Transparency and Integrity

Maintaining open and honest communication about fees, strategies, and financial advice to build trust and clarity in all client relationships.

Customized Strategies

Recognizing that each client is unique, Riverbend Wealth Management tailors financial plans to individual needs, preferences, and life situations.

Proactive and Adaptive Planning

Our goal is to stay ahead of economic trends, tax law changes, and personal life transitions to help adapt strategies that fit your desire outcomes.

Comprehensive Services for
Strategic Planning

Why Choose Us

Debt Management

Strategizing to help minimize and manage debt, with the goal of improving overall financial health.

Real Estate Investment

Assessing real estate opportunities to diversify investments and generate potential income.

Charitable Giving

Structuring charitable contributions with the goal to help maximize impact and receive possible tax benefits.

Lifestyle Planning

Aligning financial planning with lifestyle aspirations, aiming to provide resources to support desired quality of life.

Budgeting and Cash Flow

Analyzing and optimizing personal cash flow with the goal of supporting your financial goals.

Our consultants bring both experience and heartfelt understanding to every interaction, guaranteeing that your distinct ambitions, objectives, and concerns are deeply acknowledged and cherished. We go beyond the confines of conventional wealth management, joining you on a cooperative quest to diligently forge your financial future.


We have a fiduciary duty to put clients first. Fiduciaries are required to put the interests of our clients ahead of our own. 


We are paid directly by you and do not receive commissions. We are required to provide objective advice.


Our team, led by Certified Financial Planner and Certified Investment Management Analyst Jeremy Finger, has decades of combined experience helping clients achieve their financial goals.


Every person is unique and deserves a tailored plan that matches their specific needs and objectives.


We utilize Fidelity as our custodian and have access to some of their resources as part of that relationship.

Let's Build Your Future Together

Empower your financial aspirations with a dedicated ally. Engage with Riverbend Wealth Management and discover how our comprehensive planning services are designed to help you understand your financial landscape. Our goal is to assist you in charting the course in helping you achieve your definition of peace and prosperity.

Schedule a No Obligation Complimentary Assessment Today

Please consult legal or tax professionals for specific information regarding your individual situation. 

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