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Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant

Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant. Key Components of Financial Planning. Financial position Protection planning Investment planning Tax planning strategies Retirement planning Estate Panning strategies. Client Benefits.

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Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant

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  1. Key Components of Financial PlanningGazell Pettway, JrInvestment Consultant

  2. Key Components of Financial Planning Financial position Protection planning Investment planning Tax planning strategies Retirement planning Estate Panning strategies

  3. Client Benefits • Advice : How to create a successful financial future. • Formal plan: A process to keep clients involved in the financial planning process. • Support: create a plan based on personal values, beliefs and financial goals. • Service: Help clients make good choices and control their cycle of emotions. • Advocate: A professional that cares.

  4. The Value of a Financial Plan Survey • Investors with a financial advisor and a formal financial plan: • Report they are nearly twice as likely to feel confident about their financial futures • > Of this group: • 88% have a clear financial vision • More than three quarters feel well prepared for retirement • Three times as likely to have taken pro-active steps during the volatile market • Twice as likely to have added money to their accounts in the volatile market

  5. Types of Investments • Insurance • Annuities • Stocks • Bonds • Mutual Funds • Real Estates ( REITS) • Alternative Investments

  6. Types of investment Risk • Systematic • Index • Market timing • Opportunity Investing • Unsystematic • Diversification • Predictability

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