Think how frustrating it would be to work on a jigsaw puzzle with only half the pieces, or a crossword with only half the clues. By treating investment, estate planning, insurance, tax and other financial elements as distinct and separate, much of the financial services industry has been doing just that. This piecemeal process often leaves investors wondering if they really have what they need.
At Springwood Financial Advisors, we take the opposite approach. We start with your dreams and goals, your opportunities and challenges, your family and the future you envision. Then, carefully coordinating the input of your various advisors, we develop a cohesive financial plan that pulls together all of the interconnected elements of financial success into one big, clear picture.