Partners Financial Planning LLC

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Our mission is to be a resource for our clients and to help simplify their financial lives. Our objective and independent approach is designed to help them move toward their specific financial and life goals. We do this through personal, one-on-one, guidance by applying sound financial principals to each clients individual situation. We want to be an important resource for individuals who have a pretty good feel for where they want to go but need some professional help for laying out a plan for getting there.

Partners Financial Planning was founded on the belief that everyone, regardless of net worth, should be able to access competent, objective, independent advice from a professional fee-only advisor. Our firm is completely independent. We do not accept referral fees or commissions and we have no financial affiliations with banks, brokerage firms or insurance companies so that we can be free of conflict of interest.
Partners Financial Planning is a member of The Garrett Planning Network, Inc. (GPN), a nationwide network of independent, professional, fee-only financial advisors. GPN members are dedicated to providing independent, objective financial advice to people from all walks of life on an hourly, as-needed basis. The Garrett Planning Network has been featured in Smart Money, Newsweek, Financial Planning, Investment Advisor, Money, The Wall Street Journal, Kiplinger Personal Finance, Bloomberg Personal Finance and Business Week magazines, as well as on the Today show, Bloomberg TV, CNNfn, CBS Marketwatch, MSNs MoneyCentral. See Affiliations for further information on GPN.
Mike Oswalt with Partners FinancialPlanning contributes to new Dummies book.
Investing in an Uncertain Economy For Dummies,written by members of the Garrett Planning Network, features a chapter by Mike Oswalt of Partners Financial Planning, LLC. Proper investment planning is an important component of a successful financial plan. Check with us if you would like to discuss how to apply the book's principles to help meet your financial goals.

Let's get acquainted!
We offer a free "Get Acquainted" meeting as an opportunity to exchange information about your needs and objectives and to further discuss which of our services is right for you. This meeting will last about thirty to forty-five minutes.
After this introductory discussion, if you would like to engage our services, we will quote a fee based on the amount and complexity of the work you would like done. There is no charge to you and this meeting does not obligate you to retain our services.
To schedule your get acquainted meeting, please call us at (336) 766-8993 or email to info@PartnersFinancialPlanning.com.

Young couples and individuals who are just starting to build their financial futures and work toward the education of their children;

Middle-aged couples or individuals who are concerned about their retirement and long-term future;

Retirees who want help in managing their investments and providing for their heirs and charitable causes;

Individuals who may have received or are considering taking a lump sum distribution from their pension plan;

Individuals who may have had a financial windfall from an inheritance, a signing bonus or stock options;

Do-it-yourselfers who want validation that they are making the best decisions or help with more complex financial issues;

Middle-income individuals who may have been turned away by traditional financial planning firms because of their level of income or assets;

Individuals from all walks of life, regardless of their level of income or net worth, who seek an honest, objective solution to their financial concerns income or assets;