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Financial Planning

Personal Financial Planning is exactly what it says: personal. Financial Planning touches almost every aspect of an individual’s or family’s life. It is beneficial for a variety of income levels.

Financial Planning is an ongoing process for you to make sensible decisions about money that can help you work towards your goals in life. Financial planning does not only consist of investing or purchasing products, but it is a process that gives you the opportunity to work with one of our knowledgeable advisors in reviewing your financial situation, laying out a timeline of goals, and making a plan that will allow you to pursue those goals.



There Are KEY Elements To A Financial Plan:

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<strong>Financial Goals:</strong>

Financial Goals:

Financial plans are based on an individual’s or family’s defined financial goals. This can include: college funding, buying a home, starting a business, retirement, or leaving behind assets. A financial goal should be quantified and given milestones for tracking.

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<strong>Personal Net Worth Statement:</strong>

Personal Net Worth Statement:

Asset and Liabilities that will be used to measure progress towards pursuing your financial goals. 

Learn your Net Worth

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<strong>Cash Flow Analysis:</strong>

Cash Flow Analysis:

Income and spending plan that determines how much can be set aside for debt repayment, savings, investing, and retirement each month.

Your Cash Flow Statement

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<strong>Retirement Strategy:</strong>

Retirement Strategy:

A strategy for working towards retirement independence from other financial priorities. This plan will include a strategy for accumulating the required retirement capital and a lifetime distribution plan.

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<strong>Long-Term Investment Plan:</strong>

Long-Term Investment Plan:

A long-term investment plan includes a customized asset allocation strategy based on your risk profile and investment objectives. Get in charge of your situation so you can better live the lifestyle that you desire.

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<strong>Tax Reduction Strategy:</strong>

Tax Reduction Strategy:

Tax reduction identifies ways to reduce taxes on personal income as permissible by the tax code.

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Estate Planning:

Estate Planning:

Estate planning includes creating arrangements for the preservation and distribution of assets with attention to minimizing settlement costs and taxes. Review estate planning tools, such as wills, trusts, power of attorney, establish a guardian for living dependents, creating beneficiaries, medical directives, funeral arrangements, and marital trusts.

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