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Financial Planning

Financial planning includes knowledge and considerations of your future goals, wealth transfer plans, and expense levels. Extrapolated asset values will determine whether you have sufficient funds to meet future needs.

A good financial plan can alert you to changes that must be made to ensure a smooth transition through life’s financial phases, such as decreasing spending or changing asset allocation. Financial plans should also be fluid, with occasional updates when changes occur.

Financial Planning Brochure

Benefits of Financial Planning Brochure

SAM Client Brochure