About us
We are a Fee Only Financial Planning Firm, which means we only accept payment directly from you our clients, this allows us to provide you with unbiased advice.
Business highlights
Services we offer
Financial Reviews and Comprehensive Financial Planning on a Fee Only basis. We provide tax planning, investment management, estate planning and insurance reviews, tax preparation, audit protection, budgeting, business planning, portfolion analysis, and more.
Services we don't offer
Accounting services such as payroll.
Amenities
Eco Friendly Accreditations
Yes
Accepted Payment Methods
- Check
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Not only does Mr. Templeton provide invaluable financial advice, but he dispenses it in a clear and concise manner patiently explaining each recommendation and happily providing any necessary clarifications. The care that Mr. Templeton takes to explain each review ensures that you will leave his office with all of the information you need to move forward with your financial goals.
I have happily recommended Templeton Financial Planning to several close friends and family members in the past, including my own parents, and will not hesitate to continue to use Mr. Templeton for my own family's planning needs.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.