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FINANCIAL PLANNING

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

  • Elements of a Financial Plan

  • • Financial goals: A financial plan is based on an individual's or a family's clearly defined financial goals, including funding a college education for the children, buying a larger home, starting a business, retiring on time or leaving a legacy. Financial goals should be quantified and set to milestones for tracking.
  • • Cash flow analysis: An income and spending plan determines how much can be set aside for debt repayment, savings and investing each month.
  • • Retirement strategy: The plan should include a strategy for achieving retirement independent of other financial priorities. The plan should include a strategy for accumulating the required retirement capital and its planned lifetime distribution.
  • • Comprehensive risk management plan: Identify all risk exposures and provide the necessary coverage to protect the family and its assets against financial loss. The risk management plan includes a full review of life and disability insurance, personal liability coverage and catastrophic coverage.
  • • Long-term investment plan: Include a customized asset allocation strategy based on specific investment objectives and a risk profile. This investment plan sets guidelines for selecting, buying and selling investments and establishing benchmarks for performance review.
  • • Tax reduction strategy: Identify ways to minimize taxes on personal income to the extent permissible by the tax code. The strategy should include identification of tax-favored investment vehicles that can reduce taxation of investment income.
  • • Estate plan: Create arrangements for the preservation and distribution of assets with attention to minimizing settlement costs and taxes.

We help you organize the many financial parts of your life into a simplified plan. It all starts by having an understanding of your assets, liabilities, income, expenses, insurance and other key elements that may be part of your life and have an effect on your finances.

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