Financial Planning

By Zeke Anders on August 26, 2021

Written By: Zeke Anders

Financial planning takes different forms during the different phases of life. For a young professional financial planning focuses on determining what we want to achieve, what type of life we want to life and how will we fund and protect it. Often, we know only that we should be saving and investing, but not how much and in what.

For someone looking to retire, financial planning means determining when we’re ready financially and mentally, where we’ll be, and what we’ll do. We focus not only on what we’re leaving, but what we’re going to. The transition from getting a paycheck to utilizing our assets to fund our lifestyle can be challenging, but we can utilize prudent asset allocation, robust simulations, and tactical management to allow for better outcomes. Financial planning combined with wealth management can provide the freedom to focus on creating a meaningful retirement. Finally, we plan our legacy and how we can make a difference for our family, our community, and others. We can make a powerful impact on those we leave behind by passing down our values and thoughtfully distributing our assets.

Financial planning is about creating a financial roadmap that will guide us through life. It will change over time because we don’t know the future, but it gives us actionable steps to take, quantifiable milestones and goals, and gives us the confidence that we’re heading in the right direction.

At Twickenham Advisors, we can draw on a wide array of experiences to provide perspective and guidance from the biggest decisions like buying a house or deciding to retire to the smallest ones. Financial decisions are inherently complex, due to regulations, risks, and emotions. In personal finance, there are few truisms that work for everyone, there are only different options with different tradeoffs. We can help simplify these decisions by narrowing down the options, reviewing them objectively, and mitigating risks as much as possible. Ultimately, our goal is to help you uncover your goals, visualize the path to achieve them, and let you focus on living your best life.

Zeke Anders-Planning Specialist | zanders@twickenhamadvisors.com

 

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