Our Clients

Signal Financial Planning, LLC believes that everyone should have access to a knowledgeable and fair-minded financial advisor. That’s why we work with people from all economic backgrounds, and we have no minimum account size requirements. Additionally, we work with people from all stages of life; from young professionals just starting out to retirees seeking to simplify their finances and avoid surprises. And just about everyone in between.

Our clients include:

Adults in Retirement

Adults currently retired – or very close to it – looking for support navigating the complexities of Social Security and Medicare, and needing guidance with investment management and estate planning.

Adults Planning for Retirement

Adults within 10 years of retirement trying to plan their golden years, but wondering if their financial reality will support the lifestyle they desire.

Adults Planning Long-Term Goals

Couples in their 30s and 40s, secure in their careers but starting to wonder how they can afford to pay for college AND achieve other long-term goals, including retirement.

Young Adults Starting Out

Young adults needing guidance on paying down student debt, purchasing their first home, establishing an investment account and planning for their children’s college education.

People Managing Debt

Good people with good intentions can occasionally find themselves overwhelmed with debt. They're looking for a plan to pay down those obligations and some financial strategies to prevent debt from overtaking them again in the future.

Those Navigating Investment Choices

People of all ages managing their own investments, but occasionally finding themselves overwhelmed with endless choices or needing help addressing a specific problem (taxes, volatility, etc).

Those Needing a Second Opinion

People who’ve developed their own financial plan but want another pair of eyes to review and make comments.