12 Services A Financial Planner Should Provide
The 12 Services:
- Create a comprehensive Financial Plan for you based on your unique situation and your goals and dreams.
- Prepare an Investment Account Guidelines document at the beginning of the relationship stating the important terms of service.
- Establish your Financial Independence number (the amount you need to save to be financially independent).
- Establish a plan to reach your Financial Independence number.
- Review this plan with you at least one or twice a year to ensure you are on track and to assist with making any required adjustments.
- Establish an investment plan which includes using the appropriate plan types to allow for maximum after-tax returns.
- Review the investment plan with you at least one or twice a year to compare the actual return of the investment plan against the stated objectives outlined in the
- Establish a long-term goal return and the agreed upon benchmark returns.
- Review your insurance plans at least one per year to ensure you are financially well protected in the event of death, disability, illness or incapacity.
- Review your estate plan at least once per year to ensure that in the event of your death that there is a plan for the transfer of your estate in a well-planned manner with as minimal tax consequences as possible and that your estate goes to those you desire.
- Provide throughout each year opportunities for you to increase your financial awareness. The ongoing opportunity for open discussion of anything that may have a financial impact for you going forward. The Financial Planner should be someone you can discuss your financial and non-financial plans with so that your actual financial plan is always in alignment with your goals and dreams.
- Ongoing proactive assistance when new plans, products or strategies are introduced that may benefit you and your family.
CHOOSING THE RIGHT ADVISOR MAKES ALL THE DIFFERENCE!
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