Help you determine how much you'll need to retire and the amount of risk versus reward to get you there.
How do you know you're saving efficiently? How will taxes impact you today and tomorrow? Tax implications are vital to keep more of your money.
As a parent of a child with special needs, extra planning is needed to help maintain quality of life, for all involved.
Donating to charity provides vital resources for the betterment of our communities. Charitable giving may also provide powerful tax, income, and estate planning opportunities for you as well.
Converge your income sources such as Social Security, Pensions, IPERS, etc. along with retirement savings to create a more effective stream of income.
Life happens, we get sick or injured, we change plans. Utilizing tools such as life, disability, or long term care protection can help buffer against lost income sources.
Investment advice alone does not constitute financial planning. Have a reason, set a goal, make a plan. Don't just invest and hope for the best.
Advisory services offered through Strategic Asset Management, LLC.(SAM) a Registered Investment Advisor. SAM and Planning With Purpose For Real are not affiliated.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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