A Brief History
Best Times Financial Planning was founded in 1982 by Jack Best. His mission was to create a business that could improve the lives of the people it served by offering honest and reliable investment and planning services.
In 2001, Jack's son Kevin joined the firm. Through the same planning process that Best Times utilizes with its clients, Jack successfully transferred the practice to Kevin in 2007.
Who We Serve
Best Times focuses its practice on the serving leaders of communities. Serving leaders are those people who work for a greater purpose than themselves, elevate people around them, build upon the strength of others and blaze the trail to accomplish what needs to be done.
Our clients have busy lives. Their focus and passion is not on their wealth, but rather on taking care of their families and the community around them.
Our role at Best Times is to devise and implement creative design ideas in the areas of: estate planning, investment strategies, business succession planning, and financial independence. We also help coordinate our clients’ other advisors and act as the catalyst to get things done. Clients look to our team as their “quarterback” who will guide them through the eventual changes that happen in life.
Best Times utilizes the “Custom Wealth Architect™,” a trademarked process that helps our clients create a comprehensive plan or “roadmap” to navigate their financial future. Within this framework, Best Times offers the “Quadrant Advantage Process™.” This service involves mapping our clients’ investments within their plans. It takes into account the possibility of volatility in the markets as well as Bear and Bull markets cycles.