Who We Help

The working years are hectic for most people; so busy you may not have the time or know-how to clarify your goals and lay out the steps you need to take to reach those goals.

Old 401(k)s, self-managed accounts, and changing rules often mean you’re making more of these decisions than you realize—and carrying the responsibility for them over time.

At Worthen Financial Advisors, we help busy Professionals in an ongoing advisory relationship by providing:

1. Personalized Financial Planning – We manage your investments and work with you to keep your financial plan updated to reach your financial goals
2. Service and Coordination – We save you the time and worry of knowing when and how to take action by handling these details for you.
3. Maximized Financial Well-Being  – A plan to set goals, pay off debt and make decisions about the next right step to take.

If this sounds like the kind of support you’re looking for, we invite you to schedule an introductory conversation.