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Introduction to Financial Planning

Financial Planning

Proper Planning

The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial planning process starts with gathering information. For the financial planner to do his or her job, that person must know your present financial structure, your goals and risk tolerance. The more knowledge that can be obtained the better the financial planner can do his or her job. It is suggested you print and complete the client questionnaire then fax or mail it to our office.

Introduction to Retirement Planning

Financial Planning

Retirement Planning

When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. First on the list should be plans where the employer makes contributions and/or matches your contributions. Next should be any IRA’s that you qualify for. As you climb the investment pyramid, it becomes increasingly important to seek help from an expert.

Home Insurance Coverage

Home

Your home is the usually the biggest purchase you will make and is your most valuable asset. If you have any damage, you need an insurance agent that will find the best company to fit your needs and settle your claims quickly. We will help you find the right fit for your needs with providing quality service and affordable pricing.

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