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Benefits of Comprehensive Financial Planning

Do you know what your financial picture will look like in five years? In 10 years? At retirement? If you're just trying to get through the day-to-day, you may not be putting much thought into a future financial plan. However, careful planning now can give you more options in the future! Having a complete picture of how your money is working for you can motivate you now to put strategies in place to pursue your future financial goals.

Mapping Your Financial Future

Our team will work with you to assess and understand your needs, your assets and liabilities, and your future goals to create a full picture of your financial situation. A comprehensive financial plan acts as an ongoing roadmap for your current and long-term financial goals. This road map will be revisited and revised as necessary as life changes occur and financial goals change. It’s often the foundation of many other decisions you’ll make, along with how we invest your assets. Financial Planning allows everything to sync and presents strategies for sustaining your lifestyle now and into retirement.

Financial Planning

The following are some examples of financial areas we’ll address in your Plan:

  • Will you have enough money to retire when you’re ready
  • Detailed Retirement Planning strategies
  • How much you can afford to save now and how it impacts your future
  • Potential major income changes in the future that will impact your overall plan
  • Current insurance policies and possible insurance coverage you may need
  • Risk tolerance - how much risk are you willing to take with your invested assets
  • Future college planning for your children

Contact Marshall Investment Management today to get started with a free consultation!

Contact Our Team

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