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Financial Plan

A financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.

This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings.

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01 Tax Planning

Financial planners often help clients address certain tax issues. They can also figure out how to maximize your tax refunds and minimize your tax liability. Certain advisors may also be able to actually help you with preparing your taxes and filing your annual taxes.

02 Estate Planning

Estate planning seeks to make things a bit easier for your loved ones after you die. Preparing a will may be part of a financial planner’s services. Estate planning also helps prepare for any estate tax you may be subject to.

Research On The Financial Planning

What should I look for in a financial planner?

A financial planner works for you. His or her loyalty should be to the client, not the product(s) he or she is trying to sell. We feel that being truly independent is the best way to give clients objective advice. As independent advisors, we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial plans designed to provide income and growth for our clients.

How can I plan for tomorrow when I can hardly pay for today?

Create a budget. Determine what you actually spend each month. There are fixed expenses like rent, loan repayments, etc. every month about which we can do little. The variable items such as food, clothing and entertainment are often what get away from us. Use your discretion to contain these variable expenses to start saving.

How much should I be saving?

It is hard to apply a rule of thumb toward savings, because it varies with age and income level. Ten percent is a good start. If you find that is too high for you, don't let that deter you. You can start by putting a little aside each month and then slowly increasing it.

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