![]() ![]() According to the 2012 Tech Survey conducted by Financial Planning Magazine, MoneyGuidePro is the most commonly used financial planning software package in the nation. We utilize MoneyGuidePro planning software to aid us in the planning process. On our advisory team, we have members who carry both the CFP® and the CTFA designations. The following are among the most popular education savings plans available today: Our only concern is which program best meets your needs. Since we’re an independent firm, we’re under no pressure to recommend proprietary education savings programs or investment products. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with working towards your retirement income and related financial objectives. We continually identify and analyze all risk factors and make objective and unbiased recommendations with the goal to provide you with the confidence you seek. That’s why risk analysis is an integral part of our ongoing process. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors. Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. ![]() What do you need to know about effective saving?.What steps should you take to make sure you are ready for retirement when the time comes? Are there any lifestyle changes you need to make?.What steps do you need to take to repair any past financial damage?.What financial decisions have you made in the past that will either help or hinder your retirement planning?.What sort of lifestyle do you expect to maintain while in retirement?.How old do you want to be when you retire?.Plan for RetirementĪs part of a comprehensive plan to help you chart a path to retirement success, we’ll assess your retirement goals: We think about your questions in the context of your life situation, your hopes for the future and your past financial decisions. It’s why we consider our retirement planning services as part of a comprehensive understanding of your overall financial plan and health. When you bring your concerns to us, you expect us to provide wise counsel and tangible results for you. We advise everyone from early career-aged individuals just starting out to almost retirees ready to enter the next stage of their lives. Questions about retirement run the full spectrum of concerns. What assurance can I have that my retirement is secure?.How can I recover lost retirement funds without working longer?.How do I save for retirement when I’m facing major debt?.How do I even begin saving for retirement?.It’s about determining what is most important to you, examining your present course, and navigating uncertain waters effectively. You know that financial planning is about so much more than just allocating dollars. We love to travel, so we set up savings accounts and retirement funds. We want to provide for our families, so we set up trusts and estate plans. We want the best for our children, so we plan for their college educations. What and who we love determine both our personal and financial goals. ![]() ![]()
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