Financial Planning
Properly allocate your assets to seek greater returns and manage risks.
WHY YOU NEED A FORMAL FINANCIAL PLAN
Plans are necessary steps to achieve goals. Goals must be written to be realized. This includes financial goals. If they are not written, they are not clear. This can be a daunting task. Life’s changing circumstances and market fluctuations can make the process of developing a financial plan intimidating. Leaders Financial Group’s role as your financial advisor is to take the confusion and intimidation out of planning your financial future.
OUR APPROACH TO PLANNING
The plan is to give you the best possible advice based on a thorough knowledge of your financial goals and objectives. This takes dedication, commitment and trust. Developing this trust, along with a long-term committed working relationship, are the keys to our financial planning approach.
Together we will examine the key areas you will need to consider, such as: current savings, savings trends, number of years until retirement, additional income sources, desired income at retirement, and risk tolerance.
We
can then gain a better understanding of your unique investment personality as well as your financial strengths and weaknesses. An analysis of your existing situation and a formal financial plan will then be prepared and tailored specifically to your needs. We will review your financial plan regularly for progress, reassess your goals, and make the necessary changes to ensure success.