A financial plan is designed to help you with all aspects of planning without ongoing investment management after the financial plan is completed.
The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations
Detailed investment advice and specific recommendations are provided as part of a financial plan. Implementation of the recommendations is at your discretion.
Retirement, Brokerage, and Education Savings Review Reallocation