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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