Preliminary financial planning provides the foundation for creating a master plan for the management of your estate, retirement, and insurance.Â A major goal of this service is educating clients and identifying areas of need for a comprehensive wealth management evaluation.
What Is Included
The first step in determining wealth is understanding net worth. The value of net worth is the key factor in making all other decisions for estate, retirement, and insurance. With proper financial planning, you can proactively make changes today to reach personal and business goals for tomorrow.
This assessment combines the information from the Cash Flow Assessment and other factors to determine potential risks in coverage gaps.Â UFCC does not provide insurance products or services and will provide a referral to a preferred vendor upon client request.
Estate & Retirement Planning combines the information from the Cash Flow Assessment, Insurance Assessment, and other factors to develop preliminary estate and retirement goals.Â UFCC does not provide investment products or services and will provide a referral to a preferred vendor upon client request.
For most people, financial planning will:
- Give you more control over your assets during your life
- Provide confidence in making good financial decisions
- Peace of mind knowing that you are prepared for the future