Financial planning looks at a person’s overall financial picture. Our financial advisors Shrewsbury will often ask a prospective client to participate in an extensive questionnaire to understand his or her financial needs and goals.
Our financial advisors Shrewsbury will usually put together a detailed, short-term 5-year plan designed to improve the client’s overall financial position. That may be followed by a long-term plan, along with suggestions about how to save and invest for retirement and a child’s college education (where applicable) at the same time.
Financial advisors Shrewbury will also look at ways to reduce current and future tax liabilities and protect assets by having the proper life, health, disability and long-term care insurance coverage in place. Finally, our financial advisors Shrewbury will also make suggestions from a real estate perspective.