Specialties
Fresh Method Financial is a full-service financial advising firm. Members are assisted with all aspects of the financial process, from goal-setting to strategy development, all the way to implementation, evaluation, and modification. Several tools are used to help you reach your goals, including but not limited to: advanced financial planning systems, investment planning (retirement, college funding, business funding, etc), insurance planning (life insurance, health insurance, home/auto/business insurance, long-term care, annuities), business succession planning, tax planning (tax strategy, tax preparation, tax filing), and budget counseling (personal/business cash flow planning, debt planning, credit score management).