Financial Planning

Britts & Associates, LLP offers financial planning with a twist.  We have "no products" to sell.  We can assist you in planning for those events life will surely throw your way from buying a home, saving for your children's education, planning for retirement or transferring your assets at your passing.  We help you take a big-picture look at where you are financially.  Our process includes the six elements of the financial planning process which includes:

• Establishing and defining the client-planner relationship
• Gathering client data
• Analyzing and evaluating your financial status
• Developing and presenting financial planning recommendations
• Implementing the financial plan
• Monitoring the financial planning recommendations