YOUR FAMILY DESERVES A FIDUCIARY FINANCIAL PLANNER THAT KEEPS YOUR FAMILY AT THE HEART OF THE MATTER.
Retirement Planning
Are you on track? For what? Are your retirement resources well-planned or simply a matter of wishful thinking? Is it time to clarify your answers with a fiduciary financial planner? Click here for a glimpse into effective long-term fiduciary financial planning.
Insurance Review
As a fiduciary, FinancialFamilies does NOT sell insurance products. You will get the straight answer on what you should be doing with your insurance dollars! Adequate coverage is critical for solid financial footing. Excessive coverage is not.
Tax Planning
A fiduciary financial planner can often identify more than one way to achieve a financial goal. Choosing wisely among the available options requires a keen understanding of the tax ramifications. It is common for long-term and single-activity tax ramifications to vary by thousands of dollars among otherwise comparable options.
Budgeting
The tradeoff between saving and spending can be a tricky one. Find a fiduciary Certified Financial Planner™ who understands that savers save to spend someday and whose compensation model aligns with your long-term interests.
Estate Planning
There are often many details to get right and those details change over time. Are you keeping up? While a fiduciary financial planner does not draft legal documents, they certainly do keep families organized, aligned to their own interests, and up to date. Chances are remarkably good that you are kidding yourself about the status of your current estate plan. Is it time for a financial planner to help ensure the wealth you worked so hard to build continues to bring success home for those you cherish?
Life Planning with a Fiduciary Financial Planner
Life happens! Along the way, client families make choices. Should I take that new job? Is it time to downsize or up-size the home? Refinance? Buy or lease? What should we do with those employee stock options? New business? Pension elections? How much should we save? When can we achieve our financial goals? Is this the right approach? Are we spending too much? Whatever life throws at you, be ready every step of the way, through a fiduciary approach to financial planning.
For further reading, see this Let’s Make A Plan website.
