This type of research or planning could literally save you thousands if not hundreds of thousands over the years. For example, if you are considering a home refinance with interest rates at historically low levels, that would seem to make sense. But when looking at the cost to refinance relative to long-term savings, you may discover that the cost to refinance could last longer than desired, eroding future savings. This is the exact opposite of the intent. But we assume we are saving when in fact you could be paying more…. A lot more.
Financial planning is an ongoing process that involves goal setting, cash flow management, risk management, investment management, asset protection, healthcare planning, tax planning, and estate planning. iPlan aims to provide solutions that cover every “what if” in your life.
The art of protecting your lifestyle, assets and needs begin with implementing a customized financial plan and an Investment Policy Statement or IPS where investment goals and targets drive returns, and not the other way around.
You are more than stocks and bonds. Does your planning reflect this? Using social media platforms, we regularly post and host webinars and podcast aimed at making you a better manager of your wealth.