Personal & Financial Planning
It’s your future. Why not plan for success?
You work hard for every dollar. Your dreams, your goals and the future financial security of your family rest on the choices you make today. If only planning were as simple as tucking away dollars in an IRA, or making a few wise investments in stocks and bonds. Unfortunately, it isn’t.
What is a financial plan?
Comprehensive financial planning is much more than reviewing your investments. It’s also insurance, taxes, educational funding, employee benefits, retirement and estate planning. Through planning, you develop a complete picture of your financial situation, complete with a written plan to help you realize your goals, dreams and financial security.
Your financial plan also examines contingencies for those “what if” situations in life. Like unexpected illness or disability. Or the loss of a spouse. While no plan can prevent bad news, it can help ease the pain by providing carefully crafted contingency plans that are in place when they’re most needed.
Your financial plan is a personal document More than just retirement planning, a comprehensive personal financial plan looks at where you are today, and what your needs will be in the years ahead. The college fund. Dependent parents. A child’s wedding. Those real life obligations that have a huge impact on your finances.
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NOTES: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties assessed under the Internal Revenue Code.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, FL, IN, MA, NJ, NY, PA, RI and CT. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services including fee based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Hunter Financial Services, Inc. Hunter Financial Services, Inc. is not affiliated with 1st Global Capital Corp.