Will Rogers: "I am not so much concerned with the return on my Capital as I am with the return of my Capital"
Definitions:
Financial Plan: a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to help predict future cash flows, asset values and withdrawal plans.
Financial Plan: a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to help predict future cash flows, asset values and withdrawal plans.
Retirement Specialist: a qualified professional who helps individuals meet their long-term financial objectives by analyzing the client’s current status and setting up a program to achieve that client’s future goals.
Why is it important to have a financial plan?
Creating a financial plan helps you see the big picture and set long and short-term financial life goals. It is a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals
Creating a financial plan helps you see the big picture and set long and short-term financial life goals. It is a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals
Why work with a Financial Professional?
Financial Professionals work with clients to develop individual financial plans for
Financial Professionals work with clients to develop individual financial plans for
- Savings
- Retirement
- Insurance
- Estates
