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The Financial Checkup
Today's challenging financial climate makes the need for professional planning advice even more compelling. Creating the roadmap to success is an essential step to reaching your financial goals. A plan helps you keep your perspective in both good times and tough times while focusing on your long-term goals as opposed to short-term market fluctuations. A solid plan will take into consideration tax planning environment and incorporate strategies that will reduce taxes and/or grow in tax favored environments..
A journey of a thousand miles may begin with one step, but chances are that you won't know what direction to walk in unless you first know from where you're starting. We'll show you how to get started by taking inventory of your current assets, budget, and other arrangements; setting and quantifying goals; and developing a plan to get "from here to there." Based on the information gathered through this process we will be in a position to assess the appropriate path to move forward.
Click on the link for an overview of SFI financial and tax planning capabilities.
Reasons to Review Your Plan
You plan should be reviewed in the event of:
- Marriage
- The birth of a child or grandchild
- A significant change in your net worth (stock option vesting or inheritance)
- Changes in financial objectives (such as early retirement)
- The purchase or sale of a house or family business
- Divorce
- Disability
- Death of a spouse or beneficiary
- Changes in the tax laws
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