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With comprehensive financial planning, you’ll understand your current financial situation and the path you need to follow to pursue your goals. A comprehensive financial plan includes everything related to your finances, such as taxes, retirement, debt, college, investments, and insurance. As financial planners, we use our knowledge and expertise to help you build and preserve your wealth.
Your financial plan will be unique to fit your situation, but the financial planning process involves many of the same steps every time. First, a financial expert at Wasnik Moseler will talk to you about your current financial situation. We dive into your income, expenses, assets, and debts to help us both understand your starting point. Then we’ll discuss your goals. Do you want to retire early, travel the world, pay for college for your kids?
Once we have all the information we need, we create a financial plan tailored to your needs. Your financial plan may include a list of investments designed to help you start your business, a plan to pay off debt, or a retirement account that allows you to enjoy the lifestyle you desire when you stop working. We also talk about the things you may not think about, such as taxes and insurance, to increase your net income and protect your wealth.
Financial plans aren’t stagnant. We create a plan to help you reach your goals, but plans change and sometimes you have to pivot when unexpected circumstances arise. We’ll periodically evaluate your financial plan and goals to make sure you’re still on track, and we’ll adjust as needed. Here are some examples of financial planning:
As your financial advisors, we’re here to help you with every piece of the financial puzzle. We’ll help you protect your loved ones and your wealth with insurance planning and even create an income distribution plan to make your money last through the length of your retirement.
Having a financial plan allows you to pursue your financial goals and protect yourself, your family, and your wealth. Proper financial planning can save you money on taxes and put you on track to retire when you want to. Our financial advisors can help you manage and pursue multiple financial goals, although we may not always advise it. For example, you can save for your retirement and contribute to a college savings plan for your child, but what if you also want to pay off debt and save for a down payment on a new house? We’re here to help you prioritize and manage these goals and hold you accountable.
If you’re not wealthy or on the way to becoming wealthy, you could use the advice of our financial planners. When you prioritize your financial future by making a comprehensive plan, it’s in your power to build real wealth and pursue the goals that matter to you. Talk to one of our financial planners to find out how we can help you.
Yes. A financial plan can help you save money and build wealth. Our financial advisors use a tax planning strategy to increase your net income. We can also help you find the best insurance policies to save money and protect your family and your wealth. Finally, we’ll create an investment plan that allows you to build wealth.
Your financial plan includes many important parts, and some may be more important than others. A foundation of your financial plan should include insurance and a retirement plan, but your priority might be managing and paying off your debt. Talk to our team about what’s most important to you when it comes to your finances.
It’s time to take action. We’ll help you pursue the financial future you deserve by creating a comprehensive financial plan that works for you. Talk to one of our advisors to find out what you can do to reach your financial goals and build long-term wealth for you and your family.
*WMG, Waznik Moseler Group , LLC and Woodbury Financial Services, do not give tax or legal Advice. However we will work with your tax and legal advisors to coordinate your accumulation, conservation and distribution strategies.
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