Sutton Financial was founded on the belief that a thoughtful, well-designed and objective financial plan is the foundation to securing your financial dreams. The on-going guidance we provide will allow you to fully understand how your saving, spending, investing and insurance decisions are interconnected. Not only are these decisions interconnected but they are some of the most important decisions you will ever make. Working with Sutton Financial allows you the ability to make short and long term financial decisions based on spending habits, saving strategies, debt management, market volatility, inflation, increased life expectancy, health complications, withdrawal rates and tax changes*.
Typically, the most successful long-term investors are those individuals who spend considerably more time on planning
Goals-based planning not only assigns purpose to your wealth, it can also lead to significantly better outcomes
Perhaps, the greatest value of trusted advice lies in its ability to prevent you from making decisions based on your emotions rather than evidence.