Sutton Financial Mission Statement

Our mission is to help individuals realize true financial planning is immeasurably more than investment planning. Sutton Financial is a financial practice that offers flat-fee financial planning^ because we believe true financial planning encompasses the areas of cash flow analysis, retirement planning, protection planning, estate planning, debt management, tax-diversification*, major purchase decisions, business planning, social security maximization, education planning and investment planning.

The focal point of our practice is integrating all aspects of a client’s financial life so they can utilize information to make confident, well-informed financial decisions. By focusing on each client’s unique situation, we develop detailed financial plans annually so clients can achieve their short and long-term financial goals.  Our firm is committed to developing strong, long-term relationships with clients, their families, businesses, and other trusted advisers. Ethics, empathy, honesty, transparency, and expertise are the core foundations of Sutton Financial.

*Neither Sutton Financial nor Eagle Strategies LLC, provides tax, legal and accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

^Financial Planning offered through Eagle Strategies LLC, A Registered Investment Advisor.