If you are like most people today, you dream of a secure financial future. Although it is a common dream, not everyone knows how to achieve this. At Rosillo & Associates, we understand how difficult it can be to take this first step. We understand that most people do not know where to begin. That is why we have professionals ready to guide you every step of the way. A tax and financial plan prepared by Rosillo & Associates and a team of financial experts will steer you in the right direction so all of your financial goals can be met.
The Financial Plan Process. What to Expect:
- Determine Data
- Meet with a financial planner to determine what information is needed to construct your financial plan.
- Determine the current budget vs. projected budget goals.
- The net budgetary impact is determined (ideally more cash available for investment).
- Strategies and actions are customized to meet the client’s financial variables.
- Plan to Achieve Goals
- Analyze current investments and if necessary adjusted to better target financial goals.
- Determine plan of action.
- Develop Protection Strategies
- Insurance
- Asset Protection
- Estates
- Wills
- Trusts
- Monitor Progress
- Periodic review and analysis should be conducted to ensure all goals are being attained.
Soon you will be on your way to financial security. Once all financial data has been collected and analyzed, your financial planner will create an action plan that will help you accomplish your financial goals. Ultimately, it is the client’s decision whether or not they want to implement the financial plan. The process of implementing a financial plan is an essential step towards reaching your financial goals. If you are ready to tackle your financial goals, contact us today. We are ready to help you plan for the future!