Financial Planning
Financial planning refers to a process whereby a financial professional partners with individuals, families and/or businesses to help them accomplish their stated financial goals and objectives. Financial planning typically involves addressing several key financial areas such as income planning, debt management and reduction, investment planning and management, tax planning, estate planning, long-term care expenses, and retirement income planning and asset decumulation.
The Garrett Network's Fee-Only Approach Creates Natural Partnerships Between Clients and Financial Advisors
Sheryl Garrett is the founder of the Garrett Planning Network.
The Garrett Network consists of approximately 300 financial advisors who provide services on a fee-only basis and act as fiduciaries.
Read on to understand how and why the Garrett Network seeks to make objective, competent financial planning services widely available.
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Financial Advisors who Focus on Life-cycle Planning
Submitted by Anonymous on
I like the articles about life-cycle planning. The approach makes a lot of sense to me.
Are there financial advisors who specialize in the area of life-cycle planning?
Can anyone provide a referral to such an advisor or point me in the direction of a referral list?
Thanks.
An Interview with Retirement Planning Expert Henry Hebeler
Henry "Bud" Hebeler is a former Boeing executive who has been running a retirement planning...
Derivatives as a Part of Financial Planning
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