A sound financial future is more than important. It's crucial. Because it not only holds your own personal long-term security, but that of your entire family. Which is why the decisions you make today are so critical. And why they'll have the greatest impact on meeting your financial needs in the years and decades ahead.
Financial planning can not only help solve near-term problems but provide a road map to guide you through future decisions. And, by avoiding unnecessary detours, help you achieve financial goals with less risk and greater reward. These days we're all looking for ways to make the most of our money, especially when it comes to managing debt and finding the best yield on our savings.
Financial planning can not only help solve near-term problems but provide a road map to guide you through future decisions. And, by avoiding unnecessary detours, help you achieve financial goals with less risk and greater reward. These days we're all looking for ways to make the most of our money, especially when it comes to managing debt and finding the best yield on our savings.
Services
Different problems require different solutions. And depending on the type of assistance you need and the plan required to solve it, I can orchestrate the other professionals on your team to make sure that it's properly implemented. With your consent, for example, I may contact your insurance agent, accountant or lawyer to make sure they thoroughly understand your current goals and work directly with them to structure the best possible solution.
To provide written disclosure to the client prior to any engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise my impartiality or independence. That neither I or any party in which I have a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.
To help you put together the best possible plan to meet your financial goals, I first need information about your finances, including what you have, what you owe, how much money you make and how much you spend. I then need to know what you want to accomplish and when, and what it will cost. For example, "I want to send both my children to college for 4 years once they turn 18, and I'm willing to spend up to $10,000 a year in today's dollars."
Go to this link to provide the financial information I'll need to help you complete your financial plan. Mortgage, auto leases or loans, credit cards or other debts. Bring information regarding coverage levels on medical benefits, flexible spending accounts/health savings accounts, and life, long-term disability and long-term care coverages.
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