Managing your money is a long voyage, and most roads lead nowhere if you don’t know where you’re going. Imagine what kind of a vacation you would have if you didn’t know:
Where you were starting from.
Where you were going.
How you were going to get there.
All of these financial areas need to be addressed, coordinated and planned for.
How can you possibly know which financial products are appropriate for your situation without a complete and holistic view of your entire financial picture? So, PLANNING is the key! Remember, people don’t plan to fail, they simply fail to plan.
Securities and investment management advisory services offered through Cadaret, Grant & Co., Inc. Member FINRA / SIPC
Financial Planning advisory services offered through Franklin A. Banfer, CFP® a Pennsylvania Registered Investment Advisor
Franklin A. Banfer, CFP®, Asset Planning Group, LLC, Asset Planning Tax Group, LLC, Asset Planning Insurance Group, LLC and Cadaret, Grant & Co., Inc. are separate entities