Financial Planning


Financial Planning

Biondo Investment Advisors understands that financial planning is all about having a strategy in place that matches your personal goals and values, while providing investment management for your needs, now and into the future.

Our experienced Financial Advisors recognize that over time the world changes. Therefore, they consider your personal needs as well as the best way to invest money in fluctuating financial markets. We believe in creating a partnership that encompasses your overall wealth management by providing you with the guidance to make informed decisions.

Let our wealth management team work with you to develop a comprehensive plan so you are prepared to live – and enjoy — the life you envisioned now, and for many years to come.

A small plant grows on a pot filled with coins through financial planning.


The Importance of Setting Up a Financial Planning Strategy

A financial planning strategy provides the roadmap to achieve your financial goals.  Imagine taking a trip to a destination you’ve never been to without knowing the distance you must travel, the time needed to get there, or the route to follow. Now think how much easier it would be to have a knowledgeable partner on your side, to help navigate the details and risks along your journey. 

We provide clients with the support to stay on track, by offering customized financial plans that address the important questions about your long-term financial security and the way to attain it.


Financial Planning Foundations

Our financial advisors build a comprehensive financial plan that complements your investment portfolio, so that each area of your wealth works together to realize your personal objectives and aspirations. Reaching your many life goals, whether it’s education funding, major expenses, wealth accumulation or retirement, depends on the management and integration of many aspects of your financial life:


Retirement Planning

Retirement is the time to enjoy life on your terms. Through effective retirement planning, we strive to grow, preserve and optimize your wealth so you can.  Our financial advice considers your income needs, your comfort level with risk and the appropriate asset allocations that may adjust throughout your life stages. We help you to understand the often-complex options with your pension or employee plan rollovers, social security and future health care expenses.

Together, with our financial management team you develop a blueprint so you can visualize where you want to be, whether retirement is far off or just around the bend.


Education Planning

Education planning is one of the greatest ways to provide for your children or grandchildren. We understand education funding is a big challenge for many families, which is why our financial management team performs a detailed analysis to determine an education funding strategy that best fits your family’s needs. 

At Biondo Investment Advisors, we can manage both your education and financial planning strategies by forecasting anticipated expenses, evaluating an effective savings approach, and outlining appropriate investment vehicles.

Biondo Investment Advisors

Put Our Wealth Management Team to Work for You

You have a lot more living to do, so a financial plan for managing your wealth has never been more important.

Why Choose Biondo Investment Advisors?

At Biondo Investment Advisors, we strive to have a deep understanding of our clients’ circumstances in order to anticipate their needs, not just react. As independent fiduciaries, we believe an open exchange in all matters is an essential way of building trust as your financial partner in order to provide in-depth financial planning.

Fill out the form below and a Wealth Advisor will be in touch to guide you through the next steps to reach your financial goals.