Services

Initial Consultation

If you’ve never worked with us before, this is the place to start. Call us today to schedule a free, relaxed meeting. You’ll get to know our team of advisors, and they’ll hear your story and learn about you to see if our team is a good fit.

Investments and Wealth Management

  • Risk & goals-based investment allocation
  • Passive & Active investment strategies
  • Biblically responsible investments
  • Responsible Environmental, Social, & Governance investments

Ready to Get Started?

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Request a Meeting

Retirement Income Planning Design

As you near your retirement, are the pieces of your puzzle coming together? We help
you see your financial roadmap and where you are on your journey.

  • Map out your retirement lifestyle plan.
  • Gather the pieces for your monthly paycheck plan: Social Security, Retirement
    accounts, pensions, and

Insurance

Life’s uncertainties cannot be eliminated, but they can certainly be managed.

  • Protect your family with Life and Disability insurance.
  • Prepare for Long-Term Care needs as you get older

Financial Advice

Modular Financial Planning: Pick a topic: Getting started; Social Security;
College Planning, Getting Married, Financial planning for life changes:
Two strategy sessions:

  • Fact-finding, gather data
  • Deliver an action plan

Flat fee

Basic Fee-Only financial plan: If you’re seeking objective advice on your
investments, we can help. If you want to make sure you’re on the right track, or if
you just want a second opinion, we offer fee-only planning to make sure you’re
on the right track.

  • Annual strategy sessions with your advisor.
  • Goals identification, Financial planning and Accountability
  • 401(k), IRA, and investment account allocation advice.

Premier Financial Plan: Do you ever wish you could get your complex financial
picture onto one piece of paper? We offer an intensive planning process to help
get you there.

  • Quarterly strategy sessions with your advisor, if desired.
  • Full goals-based financial planning & monitoring.
  • All aspects of planning services are included.
  • Gifting: Each year you can gift our Modular planning to someone in your
    life.

Ready to get started? 

Contact Pleasant Wealth today to schedule your first free, low-tension meeting.