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.
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 helps synchronizes the facets 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 personal cash flow to help support 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.
Fiduciary
We have a fiduciary duty to put clients first. Fiduciaries are required to put the interests of our clients ahead of our own.
Fee-Only
We are paid directly by you and do not receive commissions.
Experienced
Our team, is led by Jeremy Finger he has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®). Jeremy Finger has decades of combined experience helping clients achieve their financial goals.
Customization
we believe every person is unique and deserves a tailored plan that matches their specific needs and objectives.
Relationship
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.
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with Riverbend Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by your advisor and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, and SIPC. 1148810.1.0
