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 advance your financial journey, making sure it harmoniously fits with your overarching life ambitions.
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
Exploring Your Financial Landscape
The cornerstone of our relationship begins with dialogue. This planning process synchronizes every 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
Every decision and strategy is made with the client’s best 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
Staying ahead of economic trends, tax law changes, and personal life transitions to adapt strategies proactively for optimal outcomes.
Comprehensive Services for
Strategic Planning
Debt Management
Strategizing to help minimize and manage debt, improving overall financial health.
Real Estate Investment
Assessing real estate opportunities to diversify investments and generate potential income.
Charitable Giving
Structuring charitable contributions 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 to support financial goals.
Why Choose Us
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.
Fiduciary
As a fiduciary, we are legally and ethically bound to put your interests first, above anyone else’s, including our own.
Fee-Only
We are paid directly by you and do not receive commissions. We are required to provide objective advice.
Experienced
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.
Customization
Every person is unique and deserves a tailored plan that matches their specific needs and objectives.
Partnership
As a partner of Fidelity Investments, we have access to a wide range of resources and research to support our clients.
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 can transform your financial landscape. Together, we’ll chart the course to lasting financial peace and prosperity.
