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Financial Planning

Financial Planning IconThere is no greater peace of mind than knowing you are making informed decisions and wise choices now to ensure that you–and your family–will enjoy the lifestyle you hope for in the future.

Financial planning is an ongoing process and by defining what is important, Tompkins Financial Advisors will work with you to develop strategies and programs to help you achieve financial success. 

Why Fee-Based Planning?

As independent advisors, we provide objective counsel. We make recommendations that are in your best interest. This provides you with the security of knowing you have a team focused on helping you achieve your goals—according to your needs.

Service Agreements

The services you receive are specifically designed to meet your individual needs and objectives. We will work together to determine a program that works best for you.

Financial Planning Chart

Click here to see the services we provide for you.