Financial Planning
The Advisor offers clients financial planning services to evaluate their financial situation, goals and risk tolerance.
Through a series of personal interviews and the use of questionnaires the Advisor will:
collect pertinent data
- identify goals and objectives
- financial problems and potential solutions
- prepare specific recommendations
- implement recommendations
As a result of these actions, the Advisor’s advice may be provided on:
- financial and cash management
- risk management
- financial issues relating to divorce or marital issues
- estate planning
- tax issues
- Â stretch IRA planning
- Investment Planning/Asset Allocation
- retirement planning
- goal setting
- other needs as identified by the client and Advisor.
At the conclusion of the Financial Planning Service, the Advisor will present the client with a written financial analysis.