Comprehensive Financial Planning

Comprehensive Financial Planning is the act of planning for and prudently addressing life events. It addresses everything from buying a new car or home, to planning for a child’s education, preparing for eventual retirement or creating a plan for your estate. But it goes well beyond these basic life events. It addresses the planning part of all major financial transaction which have a bearing on long-term finances, cash flows and asset creation. While the financial goals are met at different time periods, the associated liability and risk to life and assets are to be adequately covered with tax efficiency of financial transactions. A Financial Planner offering comprehensive Financial Planning should offer customized advice to help his/her clients meet their goals and objectives.

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