Financial and Retirement Planning

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Financial and Retirement Planning

Helping You Take the Proper Steps to Reach Your Goals

Financial planning is a process, not a product. It is an organized, well-planned system of developing strategies for using your financial resources to achieve both short- and long-term goals. It is important to start planning for tomorrow as soon as possible; it is never too early.

Retirement planning is an essential element of any financial plan. It is a comprehensive process for determining how much money you will need when you retire, and helps you identify the best ways to save for retirement given your current and anticipated financial situation

WellsColeman can assist you with any of the following:

  • Cash management and budgeting
  • Education planning
  • Investment planning
  • Long-term care planning
  • Risk management
  • Retirement savings and other salary reduction plans
Financial Planning

Financial and retirement planning is a dynamic process that includes the following general steps:

  • Define personal goals
  • Assemble information
  • Evaluate goals and identify obstacles
  • Develop strategies for goal achievement
  • Design implementation steps
  • Review progress and periodically re-evaluate

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