Financial Planning

Start planning and stop worrying!

A Gallup poll showed that 60% of those surveyed worried about their financial future.

Here are a few simple steps we can take to help reduce your worries:

Prepare an annual balance sheet (a list of all your assets minus all your debts) to determine your net worth and projected income. A comparison of your annual balance sheets will show you whether you're meeting your financial goals.
Plan where you want to be financially by retirement age. Over 90% of Americans must rely on the government or others for assistance during retirement. With proper planning and diligence, you can be among those who can retire in comfort.
Monitor your investments to maximize your after-tax return. The difference that a 2% greater return can make in the growth of your investments is dramatic.