“One of the best times to invest
was 75 years ago, the next best time is today.”
About Templeton Financial Planning…Taking the Worry Out of Your Financial Future Is Our Only Goal
Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Steve Templeton, CFP®, EA is the founder and President of Templeton Financial Planning, a Fee-Only financial advisory firm. Steve has worked in the financial services industry since 1996. While working for several fortune 5oo companies, he acquired experience as a personal financial advisor, registered representative, credit card analyst, mortgage representative, and tax preparer. This prior experience, a passion for helping people understand their finances, and a belief that unbiased advice comes from working only for the client, led Steve to start Templeton Financial Planning in 2004.
Steve has helped busy professionals plan for the future, small business owners with retirement planning and has worked with retired individuals and widows on tax and estate planning. Being a father and a husband, he understands the challenges couples face in saving for both college and retirement simultaneously. At Templeton Financial Planning we understand that everyone's situation is unique and work with YOU to create solutions and a plan that is tailored to meet YOUR needs.
Summary of Qualifications
Education and Experience
When you work with us, you can expect:
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.