Free eBook: Is Financial Planning Right For You?

Financial Planning... Plain and Simple.

Financial planning is the tool that can help you towards the future you want as well as help protect what you have. But…not all financial plans are created equal. Many of the big Wall Street and insurance firms will plug your age, your income and other basic information into a computer model. While these computer-generated plans can provide insight on one specific topic, they may have deficiencies in other areas. 

In this eBook we outline what we believe Comprehensive Financial Planning should look like and what is involved. We discuss the following:

  • Why do you need a financial plan?
  • Are all financial plans created equal?
  • What is involved in comprehensive financial planning?
  • Are you receiving comprehensive financial planning from your advisor?