Finacial Planning The main elements of a financial plan include a retirement strategy, a risk management plan, a long-term investment plan, a tax reduction strategy, and an estate plan.
Investments Management Investment management refers to the handling of financial assets and other investments—not only buying and selling them.
Taxes Planning Tax planning is the analysis of one's financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner.
Retirement Managerment Many retirement planners suggest the typical 401(k) portfolio generates an average annual return of 5% to 8% based on market conditions.