Wiiken & Gorman

Wiiken & Gorman is an independent fee-only financial life planning firm. We accept no compensation or commissions from any non-client source concerning our services to clients. We encourage long-term relationships with our clients and believe the success of each plan depends not just on our skills, but also on communication and trust. We work as a... team and treat every client as a client of the firm. Our planners work with clients to identify values, set appropriate goals and explore dreams. We ask clients to gather information about their current financial position and share with us the details about assets, liabilities, income and expenses. We analyze the information provided, identify problems and opportunities and develop an action plan for achieving goals. Even the best of plans is ineffective if it is not properly implemented and monitored. Our planners work with clients to ensure that their financial plan is fully implemented and updated on a regular basis. This gives them the best opportunity to reach their dreams.Read More