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Financial Planning FAQs

We have looked to answer some of the most common questions asked when looking at preparing a financial plan. If you have any specific questions send us an email and we would be pleased to help.

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What is covered in a customized financial plan?

We cover the following areas when preparing a financial plan:

  • Cash Flow Statement
  • Net Worth Statement
  • Estate Needs Analysis
  • Disability Income Needs
  • Retirement Plan
  • Investment Analysis
  • Tax Planning & Projection
  • Education Funding

How do I get started?

Start by downloading and completing a detailed Financial Planning Questionnaire. Then give us a call and we will review it with you and prepare a detailed written plan specific to your needs.

Financial Planning Questionnaire

How often should I update my financial plan?

Preparing a financial plan is where our personal service gets started. We provide you with ongoing reporting on all of your investments including:

  • Regular reviews of your personal finances with your financial planner
  • On-line access to your accounts
  • Access to state-of-the-art research that is current and specific to your investments

What if my plans change?

We created the service with you in mind. You can contact a financial advisor right here through our web site with your new information. Or you can set up an appointment to meet in person to discuss your changes.

Related information 
Benefits of
Financial Planning
  • Keeps you on track with your current financial affairs 
  • Helps with planning for retirement
  • Allows you to be better equipped for emergencies
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