OLD MISSION Investment Co. LLC : Services : Financial Planning

Joseph S. Novak
Robert W. Stibbs, CPA, CFP
Kurt A. Schuler
Christopher M. Lamb, CIMA
Jeffrey A. Johnson
Daniel O. McNamara, MBA, CFP
Jo Ann B. Hudson

Financial Planning

Financial planning can provide the answer to the many questions you may have. When can I retire? How much do I need to save? How much do I need to have when I retire? These are all common questions to a complex situation. Our firm can provide you with summary responses to many of the traditional and non-traditional questions you may have concerning your financial situation. Our financial planning process involves a detailed questionnaire providing our firm with a unique insight concerning your personal balance sheet.

Old Mission Investment Company is fortunate to have two Certified Financial Planners (CFP) on staff. While many people may seek the opinion of an advisor, it is important to understand that the educational background of the advisor can be just as important as their investment experience. Many things have changed over the past several years concerning financial planning techniques. Our planners are required to complete 30 hours of continuing education every 24 months. This provides our firm with a fresh perspective that takes into consideration the financial planning aspects of tax, estate, and investment management.