There is no assurance that working with
financial professional will improve results.
Why is financial planning important?
Common financial goals
• Saving and investing for retirement
• Saving and investing for college
• Establishing an emergency fund
• Providing for your family in the event
of your death
• Minimizing income or estate taxes
A comprehensive financial plan serves as a
framework for organizing the pieces of your financial
picture. With a financial plan in place, you will be better
able to focus on your goals and understand what it
will take to reach them.
One of the main benefits of having a financial plan is that it can help you balance competing financial priorities. A financial plan will clearly show you how your financial goals are related--for example, how saving for your children's college education might
impact your ability to save for retirement.
Then you can use the information you have gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services.
Best of all, you will know that your financial
life is headed in the right direction.
Comments