Financial Planning
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Financial Planning
Financial Planning begins with getting to know you. What are your goals, your dreams, your priorities? As I get to know your unique needs and desires, we build out a comprehensive investment plan to help you get there. We find the balance between living in the moment and planning for the future. I utilize the Dave Ramsey 7 Baby Steps1 as the backbone of my investing philosophy and planning. I have seen, personally and professionally, the very practical difference having a clear and effective strategy and steps can make.
Here are a few things to consider when preparing a financial plan:
- Life Insurance
- Budgeting and Debt Elimination
- Strategic Wealth Building
- Retirement Planning
- Education Savings
- Tax Benefits
- Goal Setting
- Estate Planning
Financial Planning
I personally have utilized the Dave Ramsey 7 Baby Steps as the backbone of my investing philosophy and planning. I have seen, personally and professionally, the very practical difference having a clear and effective strategy and steps can make.
Contact Us
Email: trevor@smartprousa.com Phone: 727-342-0396
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