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Financial Planning
Are you ready to live to age 100? With advancements in technology and healthcare, more and more people are living longer. Financial Planning assists people with figuring out if they will outlive their money. A financial plan also helps fill in any holes in a person's financial well-being; for example, should you become disabled for a short or long period of time, where will the money come from to pay bills?
Our team of experts uses the latest financial planning software to deliver a financial plan that you can use and edit for years to come.
Here are some of the main components we look at in a financial plan
Collect Financial Information
Establish Goal and Mission
Evaluate Current Financial Wellness
Implement any necessary products or changes
Review and Revise as you wish
Here are some of the main components we look at in a financial plan
Returns
Accounts
Strategies
Products
Tax
First of all, is your money working for you as optimally as possible and will it last.
Is your money flowing into and out of the proper account.
We use the latest financial strategies to optimize cash flow, risk vs. return
The plan will make sure you're using the right type and have the correct amount of insurances.
Pay as little tax from year to year and at death.
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