What Is Financial Planning?
Financial planning is a guided attempt to live
wisely, to live within your means, and try to work toward achieving
your financial goals. A good financial plan challenges, guides,
and helps you do the following things:
Invest Your Money Wisely
Dave will design for your family
a comprehensive investment portfolio, including all your investments.
This will contain a diverse array of investments to help serve
your family's needs, hopes, and desires.
Develop a Personalized
Retirement Plan
Piecing together the various aspects of retirement planning can
be difficult. Dave will calculate the amount you need to save for
retirement and recommend where you should save it. The goal will
be to help you achieve a bountiful retirement.
Minimize Your Taxes
Dave will explain how you can use a broad range of tax-saving strategies
including retirement plans, municipal bonds and variable annuities.
He is well-versed in a variety of retirement plans including Rollover
IRA's, Roth IRA's, SIMPLE IRA's, 403B's, SEP's, Profit Sharing Plans,
Money Purchase Plans, SIMPLE 401(K)'s, 401(K's), and Defined Benefit
Plans.
Protect Your Heirs
We will help make sure that, if you have done well, your family
will be provided for and that the money in your estate will go to
the people and causes that you cherish (without undue complications).
Manage Your Risk
It is important to protect for your family against the financial
risks which come from an untimely death, being unable to work, or
the need for long-term nursing care.
Securities and Advisory Services
Offered Through
SII Investments, Inc.
Member NASD/SIPC and a
Registered Investment Advisor
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