Do you have dreams and goals? Education? Retirement? Vacations?
A well thought out plan and management of that plan is a primary factor for achieving those goals. Financial planning involves identifying and managing all of your assets. A comprehensive plan, under the direction of a registered financial advisor **, will assist you in identifying your needs and goals. Coordinating your accounts, investments and real estate can all work together to help you achieve your goals. How you manage your savings, your investments, taxes, and your level of risk tolerance will give your financial advisor a means to help develop a strategy to achieve those goals. Asset allocation, tax strategies and estate planning are just a few of the components in a well thought out plan.