Person Centered Financial Planning
Initial Services: Lomanto Provost Financial Advisors will follow the CFP Board’s Financial Planning Process. Initial services include: Understanding your personal and financial circumstances. In the first step in the process, think of us as reporters working to discover the whole story. We will ask...
Planning for the 15%
15% of the world’s population is living with a disability. Our founder Hannah received her Chartered Special Needs Consultant (ChSNC®) designation from the American College of Financial Services so that she could serve these individuals and their families What is disability planning? It's financial...
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
