person brings his or her own story to the financial planning
process. At different stages of life, there will be
more emphasis on some aspects of planning than on others.
In your early years, for example, you may focus on planning
to ensure that you can pay for your children’s college
education, pay off your own student loans, purchase a
new home, and/or start your own business. As the years
pass, the focus shifts to accumulating and growing assets
for retirement, and then to providing adequate income
in retirement. As you progress from one stage to another,
the focus needs to shift in order to keep your estate
No matter what your financial need, the professional planner
can use the financial planning process to sort out issues
and help you make better decisions. The planner provides
clarity, concise information relevant to your situation,
and consistent alternatives and coordination when effecting
changes or pursuing new opportunities. The financial planner
helps you gain knowledge and understanding of your personal
financial situation, ultimately enabling you to take responsibility
for your own financial future. You can be involved as
much or as little as you want.
We understand that finding the right financial advisor
can be a daunting task. Here at PFPI we want to end your
search for reliable financial advice. We can help you
realize the benefits of sound planning: knowing where
you are now and where you are going can help you gain
a much better sense of direction and control over achieving
can help you realize the benefits
of sound planning."
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