Megan Rouse Financial Planning

Every client deserves to know whether and how they may acheive their financial goals and be empowered by taking action towards those goals. 

My mission is to provide clients with objective financial advice and specific recommendations based on their personal financial situation to increase their undersanding and control of their financial situation and illuminate pathways towards realizing their financial goals.

I can bring my expertise to help you in the following areas:

• Goal Setting and Prioritizing 

• Cash Management & Capital Planning

• Education Planning

• Retirement Planning

• Social Security Planning

• Tax Planning

• Employee-Benefits Planning

• Insurance Planning

• Investment Planning

• Estate Planning

• Small Business Retirement Plans

If you'd like to discuss how I can help you plan to achieve your financial goals, please contact me.