The Process of Building a Financial Plan
In financial planning, it is crucial to have a process put in place to ensure that all the necessary information is collected, and the financial plan remains up to date.
Defining Goals: One of the most important steps when it comes to forming a financial plan is to define your goals. As the saying goes “If a man knows not which port he sails, no wind is favorable”. The whole point of a financial plan is to achieve something that is currently not possible. A defined goal can help financial advisors develop strategies to reach the goal but also discover if there needs to be an adjustment to said goal.
What is a 3(21) Advisor?
A 3(21) advisor is a retirement plan co-fiduciary that helps the plan sponsors and participants
Why Should You Have A Financial Advisor?
There are a variety of reasons that a financial advisor would be very useful. Financial
