About

Best Times Financial helps community leaders and their families make smart decisions about their financial lives without the jargon, pressure, or one-size-fits-all advice. For more than 40 years, we've believed financial planning is really about people and the communities they live in. We serve as a personal CFO for our clients, helping coordinate the many moving parts of life, including cash flow management, tax planning, estate plan design, investment diversification, risk management, life transitions, and generational communication. You'll find our team just as likely to be volunteering in the community as sitting in a conference room. We proudly support organizations such as EquiCenter, the Schottland YMCA, Heritage Christian Services, and Roberts Wesleyan University, not because it's good marketing, but because we genuinely believe in the missions they serve and the leaders who dedicate themselves to strengthening our community. At the end of the day, financial planning is about helping people make confident decisions, navigate life's challenges, and focus more of their time and energy on what matters most to them. That's been our mission for over 40 years, and it continues to guide everything we do today.