Financial
Planning
All your finances and resources:
your home, your car(s), your vacations, your children’s
education, your retirement, the inheritance for your grandchildren,
etc… should all be included in your planning.
With the springing up of so many
“financial planning” firms and designations such
as CFP, Certified Financial Planner, many people now use the
term 'financial planning' when they really mean “Investment
Planning”. However, investments are only one aspect of
your finances. Firms that makes their income from commissions
on sales may not always look at your whole picture.
In our firm financial planning combines:
and helps you develop a process for achieving your goals.
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Business Plans
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Tax Plans
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Education Plans
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Retirement Plans
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Estate Plans
Why do we call investment
companies 'brokers' instead of 'wealthiers'?
"I
believe that the ultimate goal of most financial planning is to
develop wealth that can be passed on to the next generation. Therefore
the best planning will be long-term in scope and conservative
in nature."
Jerald D. Steffen
September, 2003 |
