It is hard to get where you going without knowing what direction to head in. A comprehensive, written, financial plan gives direction and structure to your efforts in solving a number of financial issues.
Many clients choose this option as they are looking for advice that is not tied to any particular financial product or because they want the option to implement their plan as they choose.
As a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor Representative for Eagle Strategies LLC., Tom brings 20 years of experience in the field to assist you in the design and implementation of your own personalized financial plan.
Please contact me at 708-386-7007 to discuss fees for financial plans.
Financial Plans cover the following topics:
Net Worth Analysis (Required)
Cash Flow Analysis
Investment Planning
Retirement Planning
Education Planning/Other Goal Planning
Estate Planning*
Business Planning*
Executive Benefits*
Charitable Planning*
Risk Management Planning**
Life Insurance Planning
Disability Insurance Planning
Long Term Care Insurance Planning+
Property & Casualty Insurance Planning++
Professional Liability Insurance Planning ++
Health Insurance Planning +
Each financial plan must include a Net Worth Analysis and two additional planning topics.
* Financial Planning Agreements must include a minimum of 3 services. Items indicated with asterisks may only count collectively as one of the initial 3 services.
** All items under Risk Management may only count as one of the initial 3 services.
+Products availale through one or more carriers not affiliaed with NewYork LIfe or its subsidiaries
++Neither New York Life, its affiliates nor its agents offer property and caualty insurance.