Financial and Estate Planning

Financial Planning

Helping our clients secure their financial future is what we do. A Financial Plan can provide you, your family, and others with the peace of mind that you have considered your financial future and have built a path towards it. Financial planning is the process of determining your priorities and creating a plan to meet your objectives. It helps you identify and articulate what is important to you.

Using our six-step process, clarify where you are now, where you want to go and what you need to get there.

Six-Step Financial Planning Process

• 1. Introduce our Financial Planning Specialist
• 2. Set out goals and objectives
• 3. Analyze information and develop a plan
• 4. Present the plan
• 5. Implement the plan
• 6. Monitor and review the plan

A Financial Plan sets your objectives in motion. Following a clearly understood path provides peace of mind. Let us introduce you to our Financial Planning Specialist, and read the comments from clients who are pleased we did.

Estate Planning

Wealth is about more than just assets. It's about independence, financial success, the ability to meet the needs of your family and support causes that are important to you. Regardless of the amount of wealth you have accumulated or want to accumulate, your estate plan requires preparation, skill and on-going attention.

Estate planning allows you to make choices for tomorrow. No matter what our stage of life, an Estate Plan can help protect your beneficiaries and simplify the transfer of assets to the next generation. A well crafted Estate Plan provides for the well-being and security of your loved ones upon your death, and can help you protect your wealth. We understand the financial decisions you need to make and the impact for future generations. Let us introduce you to our highly qualified specialists to assist with your comprehensive estate planning needs.

Benefits Of An Estate Plan

• • Conservation and distribution of assets
• • Provision of income for survivors
• • Tax minimization
• • Orderly distribution of wealth to heirs
• • Estate equalization
• • Using insurance products to meet your estate planning needs

Our Clients Speak

"Excellent service and advice. And I would recommend everyone, especially those approaching retirement, to take advantage of these services." PF

"The whole experience exceeded my expectations. The plan and advice are great and what impressed me most was the high level of customer service from a caring team." PN

"Instead of retirement being a vague option in the future, I now have a solid understanding of when, how, and how much." BF

"We have investments in the US and their consultations have never had the personal touch and caliber of information we experience from Smith Falconer Financial Group." B&GM