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Financial Planning

What is Financial Planning? Financial planning involves looking at your entire financial picture and advising you on how to achieve your short- and long-term financial goals. A financial plan covers such areas as:

  • Financial advice for specific financial issues (401k rollover, inheritance, etc.)
  • Cash flow planning (aka budgeting)
  • Tax planning
  • Investment planning
  • Retirement planning
  • Insurance planning
  • Estate Planning

Why Financial Planning?