Empowering Your Financial Future, One Strategy at a Time
At Oracle Financial Planners LLC, we believe that financial planning is not just about numbers, it's about people. We understand that every individual has unique financial goals and aspirations, and we are committed to helping our clients achieve them. With over 20 years of experience, our founder, John Severy-Hoven, has guided numerous individuals and families in crafting personalized financial strategies that help them achieve their dreams.
Our Mission
Our mission is to create tailored strategies that are centered around our clients' needs and goals. We believe that honesty, integrity, and trust are the cornerstones of a successful client-advisor relationship. Our team is dedicated to providing exceptional service, expert guidance, and unbiased advice to help our clients make informed decisions about their financial futures.
Our Services
We offer a comprehensive range of financial services, including retirement planning, investment management, estate planning, insurance planning, and tax planning. Our team of experienced professionals works closely with each client to understand their financial objectives and develop a customized plan that addresses their specific needs. Whether you're planning for retirement, saving for college, or simply seeking to improve your overall financial well-being, we have the expertise and resources to help you achieve your goals.
Our Approach
At Oracle Financial Planners, we take a holistic approach to financial planning. We believe that every aspect of a person's financial life is interconnected, and that a comprehensive plan must consider all these factors. Our team takes the time to listen to our clients' concerns, answer their questions, and provide guidance on everything from budgeting and saving to investing and estate planning.
Our Commitment
Our commitment to our clients is unwavering. We are dedicated to providing exceptional service, staying ahead of the curve in terms of industry trends and best practices, and continually refining our skills and knowledge to better serve our clients. We believe that our clients' success is our success, and we are honored to play a role in helping them achieve their financial dreams.
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