Benefits of a personalized financial plan are the flexiblity of choosing alternative strategies
and expanding the possible uses of those strategies! We work with you and customize our services to your planning, financial management and investment needs:
Comprehensive Financial Plan Information about your present wealth and family circumstances is documented for future reference. It also benefits your life's legacy.
Project Plan Your current primary concern(s) are given priority attention. The documentation addresses the general impact of alternative strategies to address your concern.
Consultation An informal two-hour (or more) discussion of your concerns leading to suggested strategies for self-resolution.
FAM WORKS WITH YOU TO:
Formulate Your Goals: Build or solidify a Financial Foundation with a comprehensive overview.
FINANCIAL FACT FINDING is the gathering of data. It is the basic step for financial planning. The benefits of fact finding are to determine a balance in your past accomplishments, your current personal and financial situation, risk tolerance, projections for taxes, retirement, elder care, estate and legacy goals.
Allocate Your Funds: Determine Among the many financial assets those viable techniques and strategies that best typify your family legacy and charitable intentions.
ASSET ALLOCATION uses diversification among kinds of money assets accounts and other asset types. Are you now holding securites, insurance (life, annuity, health, disability, long-term care protection), ownership issues, account title(s) and portfolio classification?
Manage Your Money: Your expectation of reward and tolerance for risk determines the path of the advisory relationship. The progress of your asset performance is monitored over time. Present progress and projected effectiveness are considered a changing environment of economic, monetary and fiscal incentives.
MONEY MANAGEMENT encompasses the implementing and monitoring of planning recommendations, independent financial programs, asset allocation and investments.
Major life altering events require special attention. To name the most obvious to impact your financial situation:
- marriage, birth of a child, education planning, retirement
- divorce, inheritance, winnings and awards, career changes (promotion, layoff, retirement)
- illness, eldercare,estate planning,
In an on-going association, FAM can be of timely assistance in addressing those major concerns. As in life, there are no guarantees. We do our best to put to use our knowledge and experience for your benefit.
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