420 Park Street,
Many individuals confuse financial planning with general savings and investing advice. While ‘how much to save’ and ‘how to invest those savings’ is every bit important, prudent financial planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium, and long-term financial aspirations, the better you will be able to control your financial destiny.
A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your childrens’ education is well funded, or ensuring a smooth and stress-free retirement; all of these seemingly separate components come together under an integrated financial plan.
The scope of an effective financial plan should therefore cover key aspects such as saving, budgeting, investing, tax-planning, insurance planning, retirement planning, estate planning, and much more.
Our systematic approach to financial planning services includes:
A comprehensive estate plan contains several components. As part of the planning process, we will also review your personal estate planning information. This process involves an analysis of documents and an in-depth review of your vision for any legacy planning. We will review your beneficiary designations with you and refer you to an estate planner, if necessary, for any amendments or additions to existing documents.