DEGREES OF PLANNINGWhat does it mean to have a financial plan?
What does it mean to have a financial plan?
The answer can vary greatly. A true financial plan includes more than money and investments. Our process creates a personalized roadmap that assists you in reaching your goals and dreams.
Those who could benefit from a foundational plan include:
- New Family
- Individuals making a great start
- Savings plan
- Life changes
- “Putting it all together”
- Getting from “here” to
- Debt management
Emergent planning candidates may be identified as:
- Business owners
- Corporations /Corporate ownership
- Tax Strategies
- Investment Planning
- Retirement Income
- Special needs planning
Prospective advanced planning clients tend to have issues like:
- High net-worth
- Wealth preservation
- Estate transfer
- Business succession
- Multiple entities
- Generational planning
- Legacy planning
- Charitable gift planning
Retirement Income Module
Planning for the “retirement red zone” is a challenge most people must address. At SDP, the Retirement Income Module focuses on providing predictable income from your investment portfolio, Social Security, and pensions. The Retirement Income Module features a full analysis of all of your sources of income and implementation of tax strategies. The Retirement Income Module is for a limited engagement.
Click here to watch a short video about Retirement Income Planning.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Slate, Disharoon, Parrish and Associates LLC are not affiliated.