Financial Planning Old

Prepare for your future! 

Types of Plans

• Retirement Planning
• Social Security Optimization 
• Medicare / Retirement Healthcare Costs
• College Planning
• Major Purchase Planning (Retirement Home, New Car, New Boat, etc.)
• Estate Planning - Planning an inheritance. 
• Insurance Planning
• Tax Sensitive Investment Planning

INSERT A PLANNING PROCESS CHART WITH EACH STEP DESCRIBED

- Initial Discussion - Is there a need?

- Agreement - Client/Advisor agree to a plan, which includes costs, timeline, etc. 

- Data Gathering - Either done by our advisor or by entering your facts online.

- Data Review - Additional Information gathered if needed. 

- Data Input & Plan Recommendations

- Additional Questions/Clarifications if needed. 

- Plan Presentation - Plan Presented 

- Next Steps - 

- Repeat - Ongoing Planning Reviews. 

Example of additional description below...

Laying out each and every aspect is the purpose of financial planning. 

What age should I retire? 

What age should I file for Social Security?

How will I minimize taxes in retirement?

How much with Medicare cost in retirement?