Financial Planning

Financial Planning Services can be broadly defined as that process of determining an individual or organization’s goals and priorities and, after considering resources and capabilities, coming up with a financial plan or investment strategy to meet those goals. Often a Certified Financial Planner (CFP)® will be utilized to assist with the development and execution of financial planning services.

The articles found herein explore some of the aspects of personal financial planning and financial planning services. For more information, visit any of the following links:

• Certified Financial Planning Board of Standards
• National Association of Personal Financial Advisors (“NAPFA”)
• Saving for College
• Tax Guide for Investors

Asset Protection Charitable Giving Education Planning Estate Planning Personal FinanceTaxes & Tax Planning