Business Details
26 Years
experience
Your Trusted Partner for Financial Planning Solutions
Financial Celebrations is dedicated to helping individuals achieve financial independence by eliminating financial confusion through personalized guidance and education. Our team of specialists focuses on investments, estate planning, asset allocation, and Social Security and Medicare planning, ensuring clients receive tailored strategies to meet their goals. We prioritize a referral-only approach, allowing us to deliver exceptional service and undivided attention to existing clients.Our philosophy centers on building trust through concern, knowledge, and kindness, creating a client experience where every individual feels valued as our sole priority. With expertise in financial education and a commitment to ongoing support, we empower clients to make informed decisions that lead to long-term financial harmony and joy.
Services
Financial Planning
Investment Management
Estate Planning
Asset Allocation
Retirement Strategies
Details
- Year established: 2000
Highlights and features
- We operate on a referral-only basis to focus entirely on client needs.
- Our team provides continued education on investments and retirement planning.
- Personalized guidance ensures clients feel like our only priority.
- Specialists offer expertise in estate planning and asset allocation.
- Proven commitment to exceptional service and client satisfaction.
Associations and certifications
- LPL Financial
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve long-term goals through budgeting, debt management, and retirement planning. We analyze individual financial situations to develop actionable roadmaps for stability and growth. Clients benefit from ongoing guidance to adapt plans as life circumstances evolve.
Investment Management
We offer tailored investment strategies aligned with risk tolerance and financial objectives. Our approach includes diversified portfolio construction, performance monitoring, and regular rebalancing to optimize returns. Clients receive transparent reporting and education about market trends affecting their investments.
Estate Planning
Our estate planning service ensures clients' assets are distributed according to their wishes while minimizing tax liabilities. We coordinate with legal professionals to create wills, trusts, and advanced directives. This comprehensive approach protects family interests and preserves wealth for future generations.
Asset Allocation
We develop strategic asset allocation models based on individual risk profiles and financial goals. Our methodology balances growth potential with risk management across various market conditions. Regular portfolio reviews ensure alignment with evolving client needs and market opportunities.
Retirement Strategies
Our retirement strategies focus on maximizing Social Security benefits, optimizing Medicare enrollment, and creating sustainable income streams. We provide education on tax-efficient withdrawal methods and long-term care planning. Clients receive personalized projections to ensure financial security throughout retirement.
People
Greg Skinner
CEO, Financial Advisor
Greg Skinner leads Financial Celebrations with over 20 years of experience in financial advisory services. He specializes in retirement planning and investment strategies, focusing on client education and personalized wealth management solutions.
Kory Labarga
LPL Registered Administrative Assistant
Kory Labarga supports client operations with expertise in administrative processes and compliance procedures. With a decade of experience in financial services, she ensures seamless coordination between clients and advisory teams.
Jessica Hines
Branch Operations Support
Jessica Hines manages branch operations with a focus on client service efficiency. Her background in financial administration ensures smooth day-to-day operations while maintaining high standards of client communication.
Heidi Gaskins
Administrative Associate
Heidi Gaskins provides administrative support with expertise in client documentation and office management. Her organizational skills contribute to the firm's commitment to delivering personalized service to every client.
Midge Ortiz-Brown
Business Manager
Midge Ortiz-Brown oversees business operations with a focus on strategic planning and resource management. Her leadership ensures the firm maintains operational excellence while supporting the growth of client services.
Questions
What services does Financial Celebrations offer?
We specialize in financial planning, investment management, estate planning, asset allocation, and retirement strategies like Social Security and Medicare planning.
How does the referral-only approach benefit clients?
This model allows us to focus exclusively on existing clients, ensuring personalized attention and deeper understanding of individual financial needs.
In which states do you provide services?
We serve clients in AL, AZ, CA, CO, CT, FL, ID, IL, KS, KY, MN, MO, MT, ND, NM, NV, OK, OR, PA, SC, TN, TX, UT, WA, and WI.
What is Financial Celebrations' approach to client education?
We emphasize ongoing financial education to help clients make informed decisions about investments, retirement planning, and wealth management strategies.
Videos
