Broker Check

Your Financial Components

Your financial components that may be considered are: *Liquid assets  *Investment assets  *Insurance assets  *Retirement assets  *Personal assets…structured in the plan to satisfy your personal goals, age, risk tolerance and tax exposure.

Professional Planning’s basic tenet is that financial planning is synergistic; your financial estate is greater than the sum of its parts and each component can affect other components. In essence, avoiding or limiting tax obligations, coping with inflation, dealing with change, preparing for retirement, establishing education funds and other factors affecting your financial destiny.

You Control Your Financial Destiny

You participate in every phase of your financial plan that is tailored to your specific short and long term needs.

You are part of the process that completely documents your up-to-date financial status and financial future. You gain a secure grasp of where you are and where you are going.

With Professional Planning’s help, your assets are analyzed and your goals established; what you desire as a life style at different periods of your life; how to pass on your assets with little or no impediments; goals that will help attain confidence in your investments for you and your family.

Objectivity

As financial planners we do not have the bias of someone whose income is derived form selling you specific products that may not contribute to your financial well-being. Our primary product is objective and impartial advice.

Your Financial Plan may include the following: Overview, Income Tax and Cash Flow Planning, Investment and Portfolio Planning, Retirement Planning, Dependent Funding, Estate Planning, Insurance Planning and an Action Summary of Decisions/Recommendations.