A successful financial plan needs to fit your unique goals, and be actionable and achievable. It should address your lifestyle, family needs, business obligations, a comfortable retirement, estate planning and philanthropy. Most importantly, it should instill peace-of-mind.

Union Financial Partners’ fee only financial planning does all of that and more. Because we offer our financial services “fee only,” we work exclusively for you, our client. We accept no fees or compensation from the investments in your portfolio. Our advice and recommendations are unconditionally aligned with your best interests, the growth of your wealth, and the attainment of your financial goals.

We make financial planning easy

We simplify the financial planning process and guide you step-by-step along the way. Financial planning is not a single event. Once your plan is in place, you’ll receive caring and committed support to help you stay on track. We’ll measure your progress and adjust your plan whenever you modify your goals, or you need to make changes just because ”life happens.”

Certified Financial Planner™, Ann Terranova, understands that each person is unique, with a specific set of circumstances. She will help you clarify what is most important to you and your family, what is achievable, and the steps you’ll need to take.

The results of your Financial Plan are linked to a customized Investment Strategy, designed to designed to fulfill your financial goal.