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Proactive Financial Planning

What is Proactive Financial Planning? 

You've saved, now what?

You've saved, now what?

Congratulations, you've been saving - you're going in the right direction. 

The most common way to describe financial planning is:

  1. Protecting what you have worked so hard to get,
  2. Accumulating more of what you want (time, money, etc.),
  3. Preparing for your future, and then
  4. Defining how you would like to transfer your wealth once you are gone. 

Are you taking advantage of all of the possible resources available?