Our Services

Our Services

Our Services

Francis Financial – Simple and elegant wealth management

We all experience the difficulties of managing financial affairs during life changes. Stress is common even with happy events such as retirement or a financial windfall, and amplified during difficult life events such as divorce or loss of a spouse. At Francis Financial, we help you plan, grow and protect your assets through life altering events. We understand that no two situations are alike and treat you with unique attention to ensure your financial peace of mind.
When you are ready to connect, we are ready to work with you. >

Loss of Loved One

Loss of Loved One

Loss of Loved One

If you’ve recently experienced a loss, we’d like to extend our deepest condolences. In addition to grieving, you may also need to tend to financial matters. Losing a loved one is difficult enough without having to worry about finances, and we’re here to help. Our team supports you in avoiding additional stress so you can focus on healing. We are experts in financial issues relating to estate planning, tax planning, investing and more, and we help you find financial peace of mind during this difficult time.
Our goal is to make this a smooth financial transition for you >

Divorce

Divorce

Divorce

We know the financial ramifications of a divorce can be devastating. We’re here to help you reach a settlement that fully addresses your short-term and long-term financial needs. We provide valuable information on financial issues related to tax consequences, dividing retirement plans, continued health care coverage, stock option elections and more. We work alongside your divorce team and help you make sense of the various proposals. After your divorce is finalized, we continue to guide you through comprehensive wealth management and advanced planning
ensuring you have ongoing peace of mind as you transition into your new life >

Inheritance

Inheritance

Inheritance

For many people, the sudden arrival of a sizable sum of money can be overwhelming and often occurs during a very emotionally difficult time. We provide inheritance planning and guidance that will help protect your new wealth. We help you understand tax implications, income planning, and how to make the most impact with your inherited assets.

We review your goals, values and vision and align your financial strategy to match them >

Retirement

Retirement

Retirement

Retire with confidence and on your own terms. Together, we’ll build a wealth management plan to help ensure that you have the financial freedom to enjoy your retirement and continue the lifestyle you’ve worked so hard to create. We track your progress along the way and update your plan as goals and dreams change. Whether you picture yourself sailing around the world or getting deeply involved with philanthropy in your community, we’ll help you make it happen >

Career Change

Career Change

Career Change

A higher salary and bonus, more job security, doing what you love, fewer hours, more travel – the list goes on. Changing careers can be rewarding for many reasons and can also involve important financial decisions. If you need someone to guide you through this transition, contact us. Whether it’s reviewing a proposed compensation plan, electing new benefits or making sure that your investments are working hard for you as you change retirement plans, we can help >