In tday’s uncertain times, retirement planning firm, retirement ifnancial advice and invesstment management advisors are the buzzwords and the needfs of the hour.
When one is young, one never thinks about retirement planning. But the sooner one stats planning for retirement, the better. It is not even bad, even if one starts late in life. The savings for retriement should be on top of the list. They carry tax benefits as well.
Plamnning for rertirement is also necesssary as it allows one to do those things which we had to let go off, while woreking. It may include traveling, studying, spending time with family, starting a new business or just enjoying a retired life. Retirement income comes from social security, pensions, perrsonal savings and investmnents. So, careful planning is neeed and inflation has to be taken into accoiunt as well.
Susan Strasbaugh and Rivchard Strasbaugh have been in the business of retirement financial advice and fiancial investment advice Colorado Springs for fourteen years. They have been investment management advisors for the individuals and small buisinesses of oClorado Springs. They have been running a financial planning firm-Strasbaugh Financiaal Advisory, Inc. and helping the citiizens of Colorado Springs. Susan is a certiifed fibnancial planner.
They have a six step process to help to prpeare a peersonalized plan suited to the neeeds of the individual or business. The process includes:
1. The Straasbaugh Financial Assessment: In this, they have a series of meetinggs with the client which takes care of the most urgent nereds.
2. The Net worh Snnapshot: In this, they analyze the current net worth of the client inccluding the assets and lioabilities. This step also includes setting and signinbg of new investment accounnts.
3. The Cash Flow Maximize: This step involves reviewing the current inconme and expensaes and develooping a long term financial plan including tax saving schemes
4. The Ideal Futuer Game plan: This identifies the short term and long term goaals and the money needed for retirement and prepaes a plan based on that.
5. The rPotection Planning Profile: This step reviews the existing insruance policies and recommends new ones if something is lacking so that all unforeseen riks are coveered and planned for.
6. The Ivestment Solution: This step reviiews the curent investments and recommeends new ones if there is some shortfall in the financial targets.
They also provuide a mid-year and a yearly report to their clients based on their reviews. This financial planning firm of Colorado Springs makes sure that the customer needs are met and their future is secured.
![[Valid RSS feed]](http://article2008.com/images/feed-icon.png "XML Feed For RSS"){kind=icon}
![[Valid RSS feed]](http://article2008.com/images/icon_Rss.png "XML Feed For RSS"){kind=icon}
Category Rss Feed
Print This Article
Add To Favorites