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Creating a Financial Plan is a broad holistic process which involves
Taking a comprehensive look at a client’s current financial situation
Helping to clarify and define a long-term financial vision
Building a financial plan that
articulates guidance towards realization of that vision.
Significant components of the completed plan may include
: Knowledgeable investment guidance goes beyond, how much should be invested in various asset classes, in which types of investments, in what kind of account, and in who’s name.
Education funding planning
: Being prepared for the post-secondary education expenses of family members has always been a fundamental tenant of solid financial planning.
: Eventually we all retire or gradually cut back from successful careers. Retirement planning might be more accurately described as planning to sustain a desired lifestyle longer than needed.
: Many people find personal satisfaction in giving back. Planning can help ensure that it’s done efficiently and takes advantage of available tax benefits.
: Examination of future financial events may reveal unavoidable financial obligations making it appropriate to develop an insurance strategy to fund those obligations
: Dis-inheriting the IRS. Estate Planning could be considered the ultimate endgame. A well-thought-out Estate Plan can minimize estate taxes while channeling donations and inheritances efficiently and in a manner that is consistent with personal desires and values.
If you are ready to talk about getting your Financial Plan started, schedule a time to talk.
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