Overview
A critical first step in achieving your financial goals is formulating a clear and strong financial plan.
We start with an overview of the financial planning process and explain the services we offer. Then we explore your personal and financial needs, priorities and goals. We evaluate your risk tolerances and exposures. Nations Advisors will evaluate and document the strengths and vulnerabilities of your current financial situation. After this evaluation on your current financial goals and current financial situation we create a financial plan that is a structured clear road map to guide your way.
The strategic financial planning process incorporates:
a. Financial statement preparation and analysis, including, cash flow analysis/planning and budgeting.
b. Insurance planning and risk management
c. Employee benefits planning
d. Investment planning
e. Income tax planning
f. Retirement planning
g. Estate planning
