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Financial planning is about the current actions we take today as we think about our retirement in the future. It’s about saving, investing, having an emergency fund, and planning other major purchases before retirement. It’s about finding the balance between our needs and wants now versus in retirement. Having and implementing a financial plan now will likely reduce stress about money, both now and in the future.
Here are a few things to consider when preparing a financial plan:
- Life Insurance
- Debt Management
- Investment Savings and Management
- Education Savings
- Tax Benefits
- Goal Setting
Financial Planning Solutions
As an independent advisor I have access to multiple top-rated life insurance carriers. I’ll take the time to compare rates at all the companies we represent to find you the best deal!
Smart Pro Financial – Joshiwa Graham
6710 Professional Parkway West Suite 305 Sarasota, Florida 34240
Phone: (941) 258-1776
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Schedule a 15-minute phone consultation with Joshiwa to discuss your financial and insurance goals.