Individual Financial Planning
In a world crowded with new investments, changing tax laws, rapidly evolving insurance products, and volatile economic scenarios, you may be looking for clear direction in your financial life. While books, magazines, and the Internet offer helpful tools, only a financial planning professional can bring training, experience and judgment to the task of helping you consolidate the aspects of your financial life into one coordinated plan.
Financial planning is the process of identifying your goals, and creating a strategy for making your life’s dreams become reality.
It starts with a Financial Review. The Financial Review provides a snapshot of your current situation and addresses ways to apply your current assets toward future goals. We address key components of your financial structure including personal balance sheet, cash flow and taxes, investments, college financing, retirement, and estate planning. Your Financial Review is the first step on your personal road map designed to guide you to financial security. Simply contact us at MASINMISKO to get your review underway.
MasinMisko and Securities America Inc are not engaged in rendering legal or tax advice. Individuals should consult with their own legal or tax advisor concerning their own specific situation