What is Financial Planning?

Financial planning is the process of developing strategies to reach specific goals and objectives. It does not necessarily involve the purchase of any insurance or investment product.

Financial Planning Includes:

  • Discussing goals and concerns
  • Gathering pertinent information
  • Reviewing and analyzing information
  • Developing a plan for achieving goals
  • Implementing the plan
  • Evaluating and modifying as needed

A Comprehensive Plan Provides:

  • Cash flow analysis
  • Tax planning
  • Retirement needs analysis
  • Risk evaluation/insurance planning
  • Education needs analysis
  • Estate planning
  • Special needs planning
  • Investment analysis
HOME | ABOUT BEACON | WHAT WE DO | BEACON LIBRARY | TAX RESOURCE CENTER | MARKET COMMENTARY | ACCOUNT ACCESS | ASK A PLANNER | CONTACT US
This communication strictly intended for individuals residing in the states of AR,AZ,CA,CO,DC,FL,GA,IA,IL,IN,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2004 - 2017