Home Up Plan Components Planning Process

Financial Planning
Asset Management
Retirement Plans
Estate Planning
Business Planning

 

 

As your financial responsibilities grow, you may find it is difficult to keep your entire financial outlook in perspective. From taxes to investments to retirement planning, you may currently have several advisors whom you consult on fragmented areas of your financial matters.

 

Personal Financial Planning brings all the pieces together in one comprehensive plan customized for your individual needs.

 

How We Make The Complex Simple

By completing our strictly confidential Data Organizer, you supply us with the integral information to begin the planning process. This information includes details regarding your personal financial resources, assets, liabilities and expenditures.

Your personal information is then analyzed using sophisticated computer analysis along with the professional expertise of an experienced Board Certified Financial Planner. We then provide you with the specifics of your current financial position and your ability to meet your goals and objectives.

You'll receive written recommendations regarding the strategies you should employ to meet your goals. We'll provide you with a plan that includes hypothetical projections to show you what your situation will look like if you implement our recommendations.

 

What Does A Comprehensive Financial Plan Cover?

Key Benefits

bulletCash Flow Management
bulletIncome Tax Savings
bulletInvestment Portfolio Management
bulletRetirement Planning
bulletEducation Funding
bulletEstate Tax Savings
bulletEstate Planning
bulletRisk Management
bulletAsset Protection

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2008 Financial & Investment Management Advisors, Inc.
Last modified: May 01, 2008