What is Financial Planning?
Financial planning is about more than preparing for retirement. It’s about working to pursing short- and long-term goals and helping preserve the most important things in life.
A strong plan is developed in collaboration with a financial planner and includes a balance of products that are flexible enough to address changing needs across a client’s personal and professional life. The first step to developing a strong financial plan is creating an effective strategy that can help:
- Prepare for a secure, comfortable retirement
- Evaluate current taxes
- Pro-actively manage and control debt
- Help prepare for a child’s college education
- Provide loved ones or heirs in the event of death, disability or critical illness
- Develop businesses and their employees
