Pearson Financial Planning

Pearson Financial Planning's primary purpose is to help individuals going through transition, to educate and assist them in identifying and achieving their financial goals. Education is essential to have a successful financial life. There are many individuals who have not had access to the information that they need to be successful. Pearson Financial Planning would like to be that resource that so many individuals need. Pearson Financial Planning offers financial planning services on an hourly basis as well as on a project basis. We begin by focusing on the clients' goals, time frames, amounts, and importance. This allows the client to focus on how their money can be used to fulfill their needs, wants, and wishes. A Client Portal allows the advisor and client to work collaboratively by reviewing and modifying plans simultaneously. Clients also have the option to review/edit their Plan at their convenience using their Client Portal access. Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel:(910) FEE-ONLY. Pearson Financial Planning may offer investment advisory services in the State of Pennsylvania and in other jurisdictions where exempted.