Financial Planning
In the broadest of terms, financial planning can involve protection for family and assets, short-term financial goals, investing for retirement, and related business and estate planning.
More focused aspects can include financial statement analysis; education planning; insurance; social security benefits; portfolio evaluation; stock and bond valuation and analysis; investment companies and derivatives; property taxation; individual income taxation; tax administration; business entity taxation; pension and profit sharing plans; qualified plan administration; IRAs and other tax-advantaged plans; deferred compensation and employee benefits; estate planning; estate and gift taxes; transfers outright and in trust; charitable giving; and post-mortem planning.
Although the process may ultimately involve your stockbroker or banker purchasing or selling securities, annuities or life insurance, and possible monitoring their performance on your behalf, the objective analysis of your situation by an attorney, CPA and financial planner who does not receive any commission, and is not motivated to sell you something, is an option available to you.
More focused aspects can include financial statement analysis; education planning; insurance; social security benefits; portfolio evaluation; stock and bond valuation and analysis; investment companies and derivatives; property taxation; individual income taxation; tax administration; business entity taxation; pension and profit sharing plans; qualified plan administration; IRAs and other tax-advantaged plans; deferred compensation and employee benefits; estate planning; estate and gift taxes; transfers outright and in trust; charitable giving; and post-mortem planning.
Although the process may ultimately involve your stockbroker or banker purchasing or selling securities, annuities or life insurance, and possible monitoring their performance on your behalf, the objective analysis of your situation by an attorney, CPA and financial planner who does not receive any commission, and is not motivated to sell you something, is an option available to you.
