The Financial Planning Process

CREATING A COMPREHENSIVE FINANCIAL PLAN

  • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan.
  • Establish and prioritize financial goals and time frames for achieving these goals.
  • Implement strategies that address your current financial weaknesses and build on your financial strengths.
  • Choose specific products and services that are tailored to pursue your financial objectives.
  • Monitor your plan, making adjustments as your goals, time frames, or circumstances change. 

 

CREATING A PASSPORT TO A SUCCESSFUL RETIREMENT

  • Learn about obstacles to a Successful Retirement
  • Envision Retirement 
  • Assess the Cost
  • Evaluate Sources of Income
  • Manage Your Tax Liability
  • Protect Your Health & Wealth 
  • Invest for the Future
  • Choose a Distribution Method to Tap Assets
  • Preserve Wealth in Your Estate