Overview

Agate Financial Partners, is an independent financial planning firm servicing individual, business owners, pre-retirees and retirees. We guide our clients through a planning process that addresses their unique needs, wants and wishes. We have been in financial services for more than 26 years and are dedicated to developing lasting relationships with all of our clients. Our firm has access to a wide variety of investments, insurance and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable. Being independent allows us to be affiliated with multiple companies and their products and investments. Through various financial analysis software systems and a step-by-step process, we are able to determine which services & solutions our clients may need in order to help them progress through their life cycles. We look forward to an open line of communication-based on trust, knowledgeable advice, and excellent customers. ● What keeps you awake at night? ● Will I be able to retire early? ● How much money will I need in order to retire? ● What are my 401(k) plan distribution options? ● Should I have a traditional IRA or a Roth IRA? ● Do I need Life and/or Long-term care insurance? ● How can I ensure that my children receive as much as possible from my estate? Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.