Yogi Berra: “If you don’t know where you are going, you’ll end up someplace else.”
Definitions:
Financial Plan: a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to 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 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 Specialist?
Financial Specialists work with clients to develop individual financial plans for
Financial Specialists work with clients to develop individual financial plans for
- Savings
- Retirement
- Insurance
- Estates
Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA / SIPC. AIC and CK Davis Financial are not affiliated. Additional products and services may be available through Carl Davis or CK Davis Financial that are not offered through AIC.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from CK Davis Financial will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. |
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