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Mar 20, 2012 | FINANCIAL PLANNING

AAII reports in their March 2012 edition that “a majority of advisors are investment, not financial planners.”

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Financial Planning Case Study Four

Financial Planning Case Study Four

The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For example, we just helped some...

Case Study Two

Case Study Two

The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For example, we just helped some...

Case Study: One

Case Study: One

Here is the first in a series of “Case Studies”:  Why we should start planning now for you and your family’s future financial security! The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we...