LET US HELP
YOU DISCOVER A SECURE FINANCIAL FUTURE!
Financial Planning Services
In
today's uncertain economy, financial planning has become increasingly
important. With an overwhelming number of options for saving and
investing, managing your finances can be difficult. Creating a
financial plan helps you see the big picture and set long and
short-term life goals, a crucial step in mapping out your financial
future. When you have a strategy and a financial plan, it's
easier to make financial decisions and stay on track to meet your
goals. Working with a CFP® professional can secure your financial
wellbeing, give you peace of mind and help you reach your financial
goals.
We offer comprehensive, holistic
financial planning as well as hourly, as needed assistance. We
sit down and talk to you to learn about
all aspects of your life, including family dynamics, the birth of a
child, death of a loved one, changes in real estate, college plans and
charitable giving. By understanding what matters to you, we can
better help you achieve your goals.
Call us today to set up an appointment for a free initial consultation
-
(540) 441-7699.
Services That Futurity
Capital
Offers:
You may want to seek help from a CERTIFIED
FINANCIAL PLANNER™ if you:
• Want to
better manage your finances, but are not sure where to start
• Do not have
time to do your own financial planning
• Want a
professional opinion about the plan you have developed
• Do not have
sufficient expertise in certain areas such as investments, insurance,
taxes or retirement planning
• Have an
immediate need or unexpected life event
Although many people understand
that they should begin financial planning earlier so they can support
themselves later in life, a recent survey by the Consumer Federation of
America and the Certified Financial Planner Board of Standards revealed
that less than one-third of the nation’s families said they have a
comprehensive financial plan. Approximately 50% of parents have
no financial plan of any sort in place and that nearly 20% of parents
created a plan only after having children.
The benefits of using a CFP® professional
–
A financial planner helps you:
• Set
realistic financial and personal goals.
• Assess your
current financial health by examining your assets, liabilities, income,
insurance, taxes, investments and estate plan.
• Develop a
realistic, comprehensive plan to meet your financial goals by
addressing financial weaknesses and building on financial strengths.
• Put your
plan into action and monitor its progress.
• Stay on
track to meet changing goals, personal circumstances, life stages and
tax laws.
A financial planner is a trusted
ally:
The choices you make now about
your money and your future likely will impact you and your family for
many years to come. Most often, those decisions are best made
with objective, expert input from a professional financial
planner. A financial planner can help you simplify and organize
your life. After listening to you, she will analyze your current
situation and create a plan to help you reach your goals.
When choosing a planner, look
for one with the CFP® designation. When asked about other
professional designations that one sees bandied about these days, Paul
Auslander, 2012 Financial Planning Association (FPA) president,
reiterated that, the "FPA is coalescing around one designation for the
financial planning profession. From our standpoint, the CFP®
designation is THE standard because it has the rigor of enforcement,
continuing education requirements, ethics, experience - and, as
importantly, consumer confidence."
These items may be
needed, should you engage our financial planning
services:
Prior Years Tax Returns (2 yrs)
Paycheck Stubs
Brokerage Account Statements
Mortgage Statements
Trust Account Statements
Employee Benefits List
Retirement Plan Account Statements
Legal Documents (Wills, Trusts, PoAs)
Loan Documents
Insurance Policies
Credit Card Balances
Stock Option Information
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