financial planning overview

financial planning overview

Cash Flow Management

     +Debt

     +Emergency Fund

     +Net Worth

     +Debt

     +Emergency Fund

     +Net Worth

Do you have a contingency fund in place to cover one year of expenses in the event of a medical emergency or loss of income?

Do you have a contingency fund in place to cover one year of expenses in the event of a medical emergency or loss of income?

Investment Planning *

+ Asset Allocation

+ Retirement

+ Education

+ Asset Allocation

+ Retirement

+ Education

Are your investments allocated to contain downside risk in down markets while still capturing the majority of the upside in up markets?

Are your investments allocated to contain downside risk in down markets while still capturing the majority of the upside in up markets?

Risk Planning

+ Life Insurance

+ Disability

+ Long Term Care

+ Life Insurance

+ Disability

+ Long Term Care

Are you prepared for a life altering event?

Are you prepared for a life altering event?

Estate Planning **

+ Wills

+ Trusts

+ POA

+ Wills

+ Trusts

+ POA

Do you have a strategy to pass on the fruits of your labor as efficiently as possible?

Do you have a strategy to pass on the fruits of your labor as efficiently as possible?

*Diversification and asset allocation do not ensure a profit or protect against a loss.

**Raymond James does not provide advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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