Since 2002, Christopher Rawson, CFP professional has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important and this vision evolves over time.
The advantage to working with a CERTIFIED FINANCIAL PLANNER professional is the fiduciary standard that puts your preferences at the forefront of our recommendations.Baby boomers (born between 1946 and 1964) engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence.
The advantage to working with a CERTIFIED FINANCIAL PLANNER professional is the fiduciary standard that puts your preferences at the forefront of our recommendations.Baby boomers (born between 1946 and 1964) engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence.
Services
In evaluating an advisor to provide you financial planning services you'd want to ask yourself five questions to get a better idea of their overall value. We plan for the most important financial goals in a person's life such as planning for retirement, creating retirement income or managing an investment portfolio.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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