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Welcome to Common Cents Planning. Thank you for taking the time to visit our website. At Common Cents Planning, we believe that comprehensive financial planning is the key to your long-term financial success. Having a well-thought-out financial plan, implemented by a team of highly skilled professionals, is the best gift you can give yourself and your family. Since 1985 we have been helping individuals, families, and organizations pursue their financial destiny. We adhere to a disciplined planning process that incorporates investment expertise, a comprehensive array of planning services, and highly personalized service to craft a holistic wealth management program that addresses your distinct needs.

Make the Journey with Confidence

When you work with Common Cents Planning, you’ll find a partner dedicated to delivering quality advice with conviction. We utilize innovative solutions that help you pursue your vision for the future. The commitment we make to every one of our relationships is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.

At Common Cents Planning, our primary focus is on protecting and preserving what matters most to you. This commitment to excellence is strengthened by our specialized knowledge, experience, and the values we share in common with you. The result is a unique approach to creating custom-tailored solutions for helping you pursue your financial goals.

To learn more about our firm and the team of financial professionals that make us unique, please click the About Us tab above.