I’m not a tycoon, but I have questions about financial planning. Could working with a financial planner help?
Financial planning is not limited to the ultra-rich. Most people can benefit from using a financial planner. A financial planner can help you allocate your investments, assess your need for health, life, disability, and long term care insurance, and eliminate or minimize federal and state estate taxes. In addition, using a financial planner can help keep you “on track” with your financial plan. Give us a call and let us show you how working with a financial planner could benefit your family.
authored by: Jeff Brown, CPA, CFP