Your Unique Plan to Your Unique Goals
At Pigott Financial, we’re serious about supporting you now, and getting you to where you want to be. We also understand that a “standardized” approach to financial planning won’t do. As a result, our recommended strategies and services are in place to help you realize your specific, unique financial goals and objectives.
Understanding Your Destination
An important part of financial planning is knowing where you’re going. In working with you, we spend time listening to you, so we can better understand your needs. From that, we can craft a plan to help lead you to your goals. We’re also a believer in educating our clients. The more you understand, the better equipped you are when it comes to building and maintaining your financial foundation.
Determining the Journey
Just as important as figuring out where you hope to go is knowing where you are now. As such, we spend time analyzing your current financial situation and determining your budget and savings activities. Based on this and other information, we can help formulate a roadmap to get you from here to there. We also continually monitor that map, to ensure you remain on the right path.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
Building a Financial Plan for Life
Financial planning means building a foundation that can support your current situation, while helping you prepare for what you need down the road. Pigott Financial works with you to develop a tailored, flexible plan that focuses on what you need now, while providing the fuel to help convert your future dreams into reality.