life look like?
Personalized Approach for Peace of Mind
The conversation is more than just investing; it’s about you, not the numbers. At Littlejohn Financial, we believe that trust and values alignment are key to any successful financial relationship. That’s why we take the time to get to know you and your financial situation before creating a strategy that is tailored to meet your individual needs and goals.
We set realistic expectations and are available to answer any questions or concerns you may have.
Prepare for Your Retirement with Our Personalized Plan Optimization
Are you approaching retirement and unsure of how to best utilize your company retirement plan and pension to secure your future? We understand the unique challenges and concerns that come with planning for retirement.
Because of this, we provide a personalized retirement plan optimization service that is tailored to your particular wants and needs.
Your Wealth, Our Process
Educate
Where we attempt to translate financial-speak into something understandable for regular people that don’t actually work in the financial world.
Plan
You have goals and dreams. Your money should help make those happen. And we can help you build (and, more importantly, execute) a strategy that will get you closer to those goals and dreams.
Invest
Our done-for-you investment strategies can help you put money to work towards your goals.
Start Planning for Your Future Today
Don’t wait until it’s too late to start planning for your retirement. Trust the experts at Littlejohn Financial to help you create a personalized plan that seeks to protect your future. Contact us today to schedule a consultation and take the first step towards a comfortable retirement.
Looking for a Fiduciary?
Some financial advisors are fiduciaries, required by law to manage your assets or money in your best interest. A fiduciary advisor is required to provide suggestions that are in your best interest as the client rather than acting in their own self-interest (such as promoting insurance plans, annuities, or investments to earn fees and commissions). Littlejohn Financial is a fiduciary and a boutique in the financial world, even though we have access to the same kinds of tools and resources as big corporations. Independence is a critical part of our culture. Our strength is not in the size of our firm but in the size of our network or resources. We combine solutions from the biggest companies with the individualized attention and customization of a boutique and a fiduciary with no sales quotas.
The 5 Critical Elements You Should Look for in a Financial Advisor
The Littlejohn Financial Team
What is superior to dealing with a single outstanding financial advisor? Obviously, working with a group of them. When you become a member of the Littlejohn Financial family, you gain the advantage of having access to all our financial advisors rather than just one. Our team-based approach brings added expertise and information to make sure you are well taken care of. Skip the phone tree and get ready to interact with real people. Littlejohn Financial stands ready to serve all your financial needs with a side of humor and veggies.
