Some Client Financial Planning Goals
- Retire comfortably
- Provide for necessary health and dental coverage
- Provide for my children's education
- Provide for my survivors in the event of our deaths through adequate life insurance
- Provide for our resources in the event of a disability
- Provide for long term care planning so the assets you have accumulated will be available to your heirs
- Analyze and implement retirement planning to meet goals
- Obtain the optimum return on investments given your risk profile
- Provide an asset allocation in line with your investment objectives and risk tolerance
- Structure your estate to minimize estate taxes and provide for our heirs
- Increase current income
- Diversify your portfolio
- Have cash available for emergencies or investment opportunities
- Accumulate funds that will keep up with inflation
- Initiate estate planning to minimize federal estate taxes and provide for heirs
- Review existing automobile and homeowners coverage
